JPMorgan Chase & Co. shares owned by Dogwood Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Dogwood Wealth Management
from 13F filings
Historical chart of Dogwood Wealth Management investment in JPMorgan Chase & Co.
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All positions including JPMorgan Chase & Co. held by Dogwood Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in JPMorgan Chase & Co. by Dogwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 5.2k | 315.44 |
| 2025-06-30 | $1.7M | 6.0k | 282.78 |
| 2025-03-31 | $1.4M | 5.9k | 245.32 |
| 2024-12-31 | $1.4M | 5.7k | 239.69 |
| 2024-09-30 | $1.0M | 4.9k | 210.86 |
| 2024-06-30 | $697k | 3.4k | 202.28 |
| 2024-03-31 | $524k | 2.6k | 200.32 |
| 2023-12-31 | $414k | 2.4k | 170.10 |