JPMorgan Chase & Co. shares owned by Dynasty Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Dynasty Wealth Management
from 13F filings
Historical chart of Dynasty Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Dynasty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0M | 29k | 315.43 |
| 2025-03-31 | $5.2M | 21k | 245.30 |
| 2024-12-31 | $5.7M | 24k | 239.71 |
| 2024-09-30 | $5.1M | 24k | 210.86 |
| 2024-06-30 | $4.7M | 23k | 202.26 |
| 2024-03-31 | $4.5M | 22k | 200.30 |
| 2018-09-30 | $1.4M | 13k | 112.82 |
| 2018-06-30 | $718k | 6.9k | 104.22 |
| 2018-03-31 | $809k | 7.4k | 109.98 |
| 2017-12-31 | $1.2M | 11k | 106.93 |