JPMorgan Chase & Co. shares owned by Essential Planning
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Essential Planning
from 13F filings
Historical chart of Essential Planning investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Essential Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $451k | 1.4k | 322.22 |
| 2025-09-30 | $431k | 1.4k | 315.43 |
| 2025-06-30 | $356k | 1.2k | 289.91 |
| 2025-03-31 | $306k | 1.2k | 245.30 |
| 2024-12-31 | $20M | 85k | 232.55 |
| 2024-09-30 | $302k | 1.4k | 210.86 |
| 2024-06-30 | $263k | 1.3k | 202.26 |
| 2024-03-31 | $261k | 1.5k | 170.10 |
| 2023-09-30 | $223k | 1.5k | 145.02 |
| 2023-06-30 | $223k | 1.5k | 145.44 |