JPMorgan Chase & Co. shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Core Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $746k | 2.4k | 315.43 |
| 2025-06-30 | $507k | 1.7k | 289.91 |
| 2025-03-31 | $435k | 1.8k | 245.30 |
| 2024-12-31 | $419k | 1.7k | 239.71 |
| 2024-09-30 | $364k | 1.7k | 210.86 |
| 2024-06-30 | $374k | 1.8k | 202.26 |
| 2024-03-31 | $348k | 1.7k | 200.30 |
| 2023-09-30 | $144k | 992 | 145.02 |
| 2023-06-30 | $144k | 992 | 145.44 |
| 2023-03-31 | $119k | 911 | 130.31 |
| 2022-12-31 | $130k | 970 | 134.10 |
| 2022-09-30 | $101k | 970 | 104.12 |
| 2022-06-30 | $109k | 964 | 113.07 |
| 2022-03-31 | $131k | 964 | 135.89 |
| 2021-12-31 | $157k | 993 | 158.11 |
| 2021-09-30 | $180k | 1.1k | 164.08 |
| 2021-06-30 | $184k | 1.2k | 155.41 |
| 2021-03-31 | $809k | 5.3k | 152.24 |
| 2020-12-31 | $661k | 5.2k | 126.99 |
| 2020-09-30 | $545k | 5.7k | 96.27 |
| 2020-06-30 | $524k | 5.6k | 94.04 |
| 2020-03-31 | $248k | 2.8k | 90.12 |
| 2019-12-31 | $173k | 1.2k | 139.07 |