JPMorgan Chase & Co. shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 50k | 315.43 |
| 2025-06-30 | $14M | 50k | 289.90 |
| 2025-03-31 | $12M | 50k | 240.88 |
| 2024-12-31 | $12M | 44k | 265.95 |
| 2024-09-30 | $9.5M | 45k | 210.86 |
| 2024-06-30 | $9.3M | 46k | 202.26 |
| 2024-03-31 | $8.2M | 41k | 200.30 |
| 2023-12-31 | $6.8M | 40k | 170.10 |
| 2023-09-30 | $6.0M | 42k | 145.02 |
| 2023-06-30 | $5.8M | 40k | 145.44 |
| 2023-03-31 | $5.3M | 41k | 130.31 |
| 2022-12-31 | $5.3M | 40k | 134.10 |
| 2022-09-30 | $4.0M | 38k | 104.49 |
| 2022-03-31 | $4.7M | 34k | 136.29 |
| 2021-12-31 | $5.4M | 34k | 158.33 |
More positions owned by Confluence Wealth Services
View all positions for Confluence Wealth Services