JPMorgan Chase & Co. shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.7k | 315.43 |
| 2025-06-30 | $1.1M | 3.7k | 289.91 |
| 2025-03-31 | $907k | 3.7k | 245.30 |
| 2024-12-31 | $887k | 3.7k | 239.71 |
| 2024-09-30 | $780k | 3.7k | 210.86 |
| 2024-06-30 | $758k | 3.7k | 202.26 |
| 2024-03-31 | $736k | 3.7k | 200.30 |
| 2023-12-31 | $625k | 3.7k | 170.10 |
| 2023-09-30 | $533k | 3.7k | 145.02 |
| 2023-06-30 | $534k | 3.7k | 145.44 |
| 2023-03-31 | $479k | 3.7k | 130.31 |
| 2022-12-31 | $493k | 3.7k | 134.10 |
| 2022-09-30 | $384k | 3.7k | 104.52 |
| 2022-06-30 | $414k | 3.7k | 112.68 |
| 2022-03-31 | $501k | 3.7k | 136.36 |
| 2021-12-31 | $582k | 3.7k | 158.41 |
| 2021-09-30 | $601k | 3.7k | 163.58 |
| 2021-06-30 | $571k | 3.7k | 155.42 |
| 2021-03-31 | $559k | 3.7k | 152.15 |
| 2020-12-31 | $467k | 3.7k | 127.11 |
| 2020-09-30 | $354k | 3.7k | 96.35 |
| 2020-06-30 | $346k | 3.7k | 94.00 |
| 2020-03-31 | $331k | 3.7k | 90.09 |
| 2019-12-31 | $512k | 3.7k | 139.36 |
| 2019-09-30 | $432k | 3.7k | 117.58 |
| 2019-06-30 | $485k | 4.3k | 111.87 |
| 2019-03-31 | $372k | 3.7k | 101.25 |
| 2018-12-31 | $444k | 4.3k | 102.45 |