JPMorgan Chase & Co. shares owned by Clientfirst Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Clientfirst Wealth Management
from 13F filings
Historical chart of Clientfirst Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Clientfirst Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $474k | 1.5k | 315.43 |
| 2025-06-30 | $436k | 1.5k | 289.91 |
| 2025-03-31 | $369k | 1.5k | 245.30 |
| 2024-12-31 | $361k | 1.5k | 239.71 |
| 2023-09-30 | $217k | 1.5k | 144.08 |
| 2023-06-30 | $225k | 1.5k | 149.77 |
| 2022-12-31 | $202k | 1.5k | 134.10 |
| 2022-09-30 | $203k | 1.5k | 134.97 |
| 2022-03-31 | $205k | 1.5k | 136.30 |
| 2021-12-31 | $212k | 1.5k | 140.96 |
More positions owned by Clientfirst Wealth Management
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