JPMorgan Chase & Co. shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $358k | 1.1k | 315.14 |
| 2025-06-30 | $190k | 775 | 245.16 |
| 2024-12-31 | $313k | 1.3k | 238.93 |
| 2024-09-30 | $144k | 686 | 209.91 |
| 2024-06-30 | $54k | 272 | 198.53 |
| 2024-03-31 | $256k | 1.3k | 200.63 |
| 2023-12-31 | $202k | 1.2k | 170.32 |
| 2023-09-30 | $404k | 2.8k | 144.99 |
| 2023-06-30 | $438k | 3.0k | 145.17 |
| 2023-03-31 | $370k | 2.8k | 133.91 |
| 2022-12-31 | $286k | 2.7k | 104.30 |
| 2022-09-30 | $287k | 2.7k | 104.67 |
| 2022-06-30 | $312k | 2.8k | 112.76 |
| 2022-03-31 | $370k | 2.7k | 136.23 |
| 2021-12-31 | $430k | 2.7k | 158.32 |
| 2021-09-30 | $445k | 2.7k | 163.84 |
| 2021-06-30 | $422k | 2.7k | 155.38 |
| 2021-03-31 | $413k | 2.7k | 152.29 |
| 2020-12-31 | $359k | 2.8k | 127.21 |
| 2020-09-30 | $271k | 2.8k | 96.30 |
| 2020-06-30 | $44k | 471 | 93.42 |
| 2020-03-31 | $51k | 571 | 89.32 |
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