JPMorgan Chase & Co. shares owned by Elmwood Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Elmwood Wealth Management
from 13F filings
Historical chart of Elmwood Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Elmwood Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Elmwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 10k | 315.42 |
| 2025-06-30 | $2.8M | 9.6k | 289.90 |
| 2025-03-31 | $2.4M | 9.8k | 245.30 |
| 2024-12-31 | $2.4M | 10k | 239.71 |
| 2024-09-30 | $2.1M | 10k | 210.86 |
| 2024-06-30 | $2.1M | 10k | 202.26 |
| 2024-03-31 | $2.1M | 11k | 200.30 |
| 2023-12-31 | $1.4M | 8.3k | 170.10 |
| 2023-09-30 | $1.7M | 12k | 145.02 |
| 2023-06-30 | $1.7M | 12k | 145.44 |
| 2023-03-31 | $1.7M | 13k | 130.31 |
| 2022-12-31 | $1.7M | 13k | 134.10 |
| 2022-09-30 | $1.3M | 13k | 104.53 |
| 2022-06-30 | $1.4M | 12k | 112.64 |
| 2022-03-31 | $1.5M | 11k | 136.33 |
| 2021-12-31 | $1.6M | 10k | 158.37 |
| 2021-06-30 | $1.6M | 10k | 155.57 |
| 2021-03-31 | $1.5M | 10k | 152.19 |
| 2020-09-30 | $958k | 10k | 94.06 |
| 2020-06-30 | $958k | 10k | 94.06 |
| 2020-03-31 | $1.4M | 13k | 109.97 |
| 2019-12-31 | $1.7M | 12k | 139.40 |
| 2019-09-30 | $1.5M | 12k | 117.73 |
| 2019-06-30 | $1.4M | 12k | 111.80 |
| 2019-03-31 | $1.3M | 13k | 101.26 |
| 2018-12-31 | $1.3M | 13k | 97.66 |
| 2018-09-30 | $1.5M | 13k | 112.84 |
| 2018-06-30 | $1.4M | 13k | 104.20 |
| 2018-03-31 | $1.4M | 13k | 109.97 |