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
Download as csvQuarterly 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 |