JPMorgan Chase & Co. shares owned by Continuum Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Continuum Wealth Advisors
from 13F filings
Historical chart of Continuum Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Continuum Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $457k | 1.4k | 315.43 |
| 2025-06-30 | $372k | 1.3k | 289.91 |
| 2025-03-31 | $315k | 1.3k | 245.30 |
| 2024-12-31 | $368k | 1.5k | 239.71 |
| 2024-09-30 | $272k | 1.3k | 210.86 |
| 2024-06-30 | $261k | 1.3k | 202.26 |
| 2024-03-31 | $308k | 1.5k | 200.30 |
| 2023-12-31 | $261k | 1.5k | 170.10 |
| 2023-09-30 | $223k | 1.5k | 145.02 |
| 2023-06-30 | $223k | 1.5k | 145.44 |
| 2023-03-31 | $200k | 1.5k | 130.31 |
| 2022-12-31 | $206k | 1.5k | 134.10 |