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JPMorgan Chase & Co. shares owned by Chokshi & Queen Wealth Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Chokshi & Queen Wealth Advisors from 13F filings

Historical chart of Chokshi & Queen Wealth Advisors investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Chokshi & Queen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Chokshi & Queen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $295k 936 315.60
2025-06-30 $266k 916 289.79
2025-03-31 $220k 896 245.45
2024-12-31 $215k 896 239.63