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.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Chokshi & Queen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |
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