JPMorgan Chase & Co. shares owned by CJM Wealth Advisers
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by CJM Wealth Advisers
from 13F filings
Historical chart of CJM Wealth Advisers investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by CJM Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 5.0k | 315.45 |
| 2025-06-30 | $1.1M | 3.9k | 289.90 |
| 2025-03-31 | $954k | 3.9k | 245.29 |
| 2024-12-31 | $949k | 4.0k | 239.69 |
| 2024-09-30 | $867k | 4.1k | 210.85 |
| 2024-06-30 | $845k | 4.1k | 205.44 |
| 2024-03-31 | $903k | 4.5k | 200.29 |
| 2023-12-31 | $844k | 5.0k | 170.09 |
| 2023-09-30 | $718k | 5.0k | 145.03 |
| 2023-06-30 | $720k | 4.9k | 145.44 |
| 2023-03-31 | $645k | 4.9k | 130.30 |
| 2022-12-31 | $663k | 4.9k | 134.11 |
| 2022-09-30 | $496k | 4.7k | 104.49 |
| 2022-06-30 | $537k | 4.8k | 112.61 |
| 2022-03-31 | $527k | 3.9k | 136.33 |
| 2021-12-31 | $617k | 3.9k | 158.35 |