JPMorgan Chase & Co. shares owned by Curated Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Curated Wealth Partners
from 13F filings
Historical chart of Curated Wealth Partners investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Curated Wealth Partners 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 Curated Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 4.2k | 315.43 |
| 2025-06-30 | $1.3M | 4.5k | 289.91 |
| 2025-03-31 | $1.1M | 4.5k | 245.30 |
| 2024-12-31 | $1.0M | 4.2k | 239.71 |
| 2024-09-30 | $903k | 4.3k | 210.86 |
| 2024-06-30 | $846k | 4.2k | 202.26 |
| 2024-03-31 | $838k | 4.2k | 200.31 |
| 2023-12-31 | $761k | 4.5k | 170.10 |
| 2023-09-30 | $649k | 4.5k | 145.02 |
| 2023-06-30 | $654k | 4.5k | 145.44 |
| 2023-03-31 | $588k | 4.5k | 130.31 |
| 2022-12-31 | $612k | 4.6k | 134.10 |
| 2022-09-30 | $465k | 4.4k | 104.64 |
| 2022-06-30 | $503k | 4.5k | 112.80 |
| 2022-03-31 | $629k | 4.0k | 157.79 |
| 2021-12-31 | $629k | 4.0k | 157.79 |
| 2021-09-30 | $653k | 4.0k | 163.75 |
| 2021-06-30 | $621k | 4.0k | 155.64 |
| 2021-03-31 | $1.0M | 6.7k | 152.08 |
| 2020-12-31 | $704k | 5.5k | 127.07 |