JPMorgan Chase & Co. shares owned by Cherrydale Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cherrydale Wealth Management
from 13F filings
Historical chart of Cherrydale Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Cherrydale Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $837k | 2.7k | 315.42 |
| 2025-06-30 | $769k | 2.7k | 289.90 |
| 2025-03-31 | $647k | 2.6k | 245.29 |
| 2024-12-31 | $714k | 3.0k | 239.70 |
| 2024-09-30 | $561k | 2.7k | 210.85 |
| 2024-06-30 | $535k | 2.6k | 202.25 |
| 2024-03-31 | $475k | 2.4k | 200.29 |
| 2023-12-31 | $335k | 2.0k | 170.09 |
| 2023-09-30 | $283k | 2.0k | 145.01 |
| 2023-06-30 | $278k | 1.9k | 145.43 |
| 2023-03-31 | $243k | 1.9k | 130.30 |
| 2022-12-31 | $237k | 1.8k | 134.09 |
| 2021-12-31 | $248k | 1.6k | 158.67 |
More positions owned by Cherrydale Wealth Management
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