JPMorgan Chase & Co. shares owned by Emergent Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Emergent Wealth Advisors
from 13F filings
Historical chart of Emergent Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Emergent Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $694k | 2.4k | 294.14 |
| 2025-12-31 | $706k | 2.2k | 322.17 |
| 2025-09-30 | $535k | 1.7k | 315.35 |
| 2025-06-30 | $490k | 1.7k | 289.87 |
| 2025-03-31 | $406k | 1.7k | 245.25 |
| 2024-12-31 | $486k | 2.0k | 239.71 |
| 2024-03-31 | $352k | 1.8k | 200.27 |