JPMorgan Chase & Co. shares owned by Cfm Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cfm Wealth Partners
from 13F filings
Historical chart of Cfm Wealth Partners investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Cfm Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Cfm Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 34k | 315.43 |
| 2025-06-30 | $9.6M | 33k | 289.91 |
| 2025-03-31 | $8.1M | 33k | 245.30 |
| 2024-12-31 | $7.5M | 31k | 239.71 |
| 2024-09-30 | $5.6M | 28k | 200.30 |
| 2024-06-30 | $5.8M | 29k | 202.26 |
| 2024-03-31 | $5.6M | 28k | 200.30 |
| 2023-12-31 | $4.7M | 27k | 170.10 |
| 2023-09-30 | $3.9M | 27k | 145.02 |
| 2023-06-30 | $3.8M | 26k | 145.44 |
| 2023-03-31 | $3.4M | 26k | 130.31 |
| 2022-12-31 | $3.5M | 26k | 134.10 |
| 2022-09-30 | $2.6M | 25k | 104.52 |
| 2022-06-30 | $2.5M | 22k | 112.59 |
| 2022-03-31 | $3.1M | 23k | 136.32 |
| 2021-12-31 | $3.3M | 21k | 161.71 |
| 2021-09-30 | $2.8M | 17k | 163.67 |
| 2021-06-30 | $2.6M | 17k | 155.56 |
| 2021-03-31 | $2.6M | 17k | 152.23 |
| 2020-12-31 | $2.1M | 17k | 127.10 |
| 2020-09-30 | $1.8M | 17k | 106.41 |
| 2020-06-30 | $1.4M | 15k | 94.02 |
| 2020-03-31 | $1.4M | 16k | 90.01 |
| 2019-12-31 | $2.0M | 15k | 137.24 |