JPMorgan Chase & Co. shares owned by CWS Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by CWS Financial Advisors
from 13F filings
Historical chart of CWS Financial Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by CWS Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 4.6k | 315.43 |
| 2025-06-30 | $1.3M | 4.6k | 289.91 |
| 2025-03-31 | $1.2M | 4.9k | 245.31 |
| 2024-12-31 | $1.1M | 4.5k | 239.68 |
| 2024-09-30 | $958k | 4.5k | 210.85 |
| 2024-06-30 | $919k | 4.5k | 202.26 |
| 2024-03-31 | $914k | 4.6k | 200.30 |
| 2023-12-31 | $1.1M | 6.2k | 170.11 |
| 2023-09-30 | $955k | 6.6k | 145.02 |
| 2023-06-30 | $957k | 6.6k | 145.43 |
| 2023-03-31 | $843k | 6.5k | 130.31 |
| 2022-12-31 | $933k | 6.1k | 152.18 |
| 2022-09-30 | $685k | 6.6k | 104.53 |
| 2022-06-30 | $828k | 7.4k | 112.61 |
| 2022-03-31 | $937k | 6.9k | 136.37 |
| 2021-12-31 | $1.1M | 6.7k | 158.39 |
| 2021-06-30 | $970k | 6.2k | 155.52 |
| 2021-03-31 | $933k | 6.1k | 152.18 |
| 2020-12-31 | $779k | 6.1k | 127.12 |
| 2020-09-30 | $590k | 6.1k | 96.31 |
| 2020-06-30 | $576k | 6.1k | 93.99 |
| 2020-03-31 | $693k | 5.0k | 139.49 |
| 2019-12-31 | $693k | 5.0k | 139.49 |