JPMorgan Chase & Co. shares owned by Cerro Pacific Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cerro Pacific Wealth Advisors
from 13F filings
Historical chart of Cerro Pacific Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Cerro Pacific Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 13k | 315.44 |
| 2025-06-30 | $4.5M | 16k | 289.91 |
| 2025-03-31 | $3.8M | 16k | 239.71 |
| 2024-12-31 | $3.3M | 16k | 210.86 |
| 2024-09-30 | $3.2M | 16k | 202.26 |
| 2024-06-30 | $3.2M | 16k | 202.26 |
| 2023-03-31 | $1.9M | 14k | 130.31 |
| 2022-12-31 | $1.5M | 11k | 134.10 |
| 2022-09-30 | $1.2M | 11k | 104.46 |
| 2022-06-30 | $970k | 8.6k | 112.66 |
| 2022-03-31 | $961k | 7.1k | 136.27 |
| 2021-12-31 | $1.0M | 6.5k | 158.36 |
| 2021-09-30 | $1.2M | 7.1k | 163.75 |
| 2021-06-30 | $1.4M | 9.0k | 155.54 |
| 2020-12-31 | $1.7M | 13k | 127.09 |
More positions owned by Cerro Pacific Wealth Advisors
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