JPMorgan Chase & Co. shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo Wealth Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Cyndeo Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30M | 96k | 315.43 |
| 2025-06-30 | $28M | 98k | 289.91 |
| 2025-03-31 | $21M | 86k | 245.30 |
| 2024-12-31 | $17M | 71k | 239.71 |
| 2024-09-30 | $15M | 69k | 210.86 |
| 2024-06-30 | $14M | 70k | 202.26 |
| 2024-03-31 | $13M | 66k | 200.30 |
| 2023-12-31 | $11M | 67k | 170.10 |
| 2023-09-30 | $10M | 72k | 145.02 |
| 2023-06-30 | $7.4M | 51k | 145.44 |
| 2023-03-31 | $6.4M | 49k | 130.31 |
| 2022-12-31 | $7.0M | 53k | 134.10 |