JPMorgan Chase & Co. shares owned by Client 1st Advisory Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Client 1st Advisory Group
from 13F filings
Historical chart of Client 1st Advisory Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Client 1st Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $882k | 2.8k | 315.48 |
| 2025-06-30 | $746k | 2.6k | 289.91 |
| 2025-03-31 | $606k | 2.5k | 245.30 |
| 2024-12-31 | $593k | 2.5k | 239.71 |
| 2024-09-30 | $481k | 2.3k | 210.86 |
| 2024-06-30 | $334k | 1.7k | 202.26 |
| 2024-03-31 | $331k | 1.7k | 200.30 |
| 2023-09-30 | $239k | 1.7k | 145.02 |
| 2023-06-30 | $242k | 1.7k | 145.44 |