JPMorgan Chase & Co. shares owned by Cherry Tree Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cherry Tree Wealth Management
from 13F filings
Historical chart of Cherry Tree Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Cherry Tree Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $920k | 2.9k | 315.43 |
| 2025-06-30 | $917k | 3.2k | 289.91 |
| 2025-03-31 | $795k | 3.2k | 245.30 |
| 2024-12-31 | $760k | 3.2k | 239.71 |
| 2024-09-30 | $668k | 3.2k | 210.86 |
| 2024-06-30 | $641k | 3.2k | 202.26 |
| 2024-03-31 | $629k | 3.1k | 200.30 |
| 2023-12-31 | $531k | 3.1k | 170.10 |
| 2023-09-30 | $574k | 4.0k | 145.02 |
| 2023-06-30 | $528k | 3.6k | 145.44 |
More positions owned by Cherry Tree Wealth Management
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