JPMorgan Chase & Co. shares owned by Core Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Core Wealth Partners
from 13F filings
Historical chart of Core Wealth Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Core Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 12k | 315.42 |
| 2025-06-30 | $3.0M | 10k | 289.91 |
| 2025-03-31 | $2.1M | 8.6k | 245.29 |
| 2024-12-31 | $2.0M | 8.4k | 239.72 |
| 2024-09-30 | $1.6M | 7.8k | 210.86 |
| 2024-03-31 | $1.2M | 6.1k | 200.31 |
| 2023-12-31 | $988k | 5.8k | 170.10 |
| 2023-09-30 | $826k | 5.7k | 145.02 |
| 2023-06-30 | $1.0M | 7.1k | 145.44 |
| 2023-03-31 | $914k | 7.0k | 130.31 |
| 2022-12-31 | $936k | 7.2k | 130.06 |