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JPMorgan Chase & Co. shares owned by Dynamic Wealth Strategies

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Dynamic Wealth Strategies from 13F filings

Historical chart of Dynamic Wealth Strategies investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Dynamic Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Dynamic Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $476k 1.5k 315.43
2025-06-30 $399k 1.4k 289.91
2025-03-31 $358k 1.5k 245.30
2024-12-31 $347k 1.4k 239.71
2024-09-30 $351k 1.7k 210.94
2024-06-30 $372k 1.8k 202.17
2024-03-31 $381k 1.9k 200.42