JPMorgan Chase & Co. shares owned by Ccg Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Ccg Wealth Management
from 13F filings
Historical chart of Ccg Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Ccg Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Ccg Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $803k | 2.5k | 315.42 |
| 2025-06-30 | $563k | 1.9k | 289.91 |
| 2025-03-31 | $451k | 1.8k | 245.30 |
| 2024-12-31 | $366k | 1.5k | 239.71 |
| 2024-09-30 | $294k | 1.4k | 210.86 |
| 2024-06-30 | $254k | 1.3k | 202.26 |
| 2024-03-31 | $234k | 1.2k | 200.30 |
| 2022-12-31 | $279k | 2.1k | 134.10 |
| 2022-06-30 | $214k | 1.9k | 112.75 |
| 2022-03-31 | $212k | 1.6k | 136.07 |