JPMorgan Chase & Co. shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 34k | 315.43 |
| 2025-06-30 | $9.8M | 34k | 289.91 |
| 2025-03-31 | $8.0M | 33k | 245.30 |
| 2024-12-31 | $7.9M | 33k | 239.71 |
| 2024-09-30 | $6.7M | 32k | 210.86 |
| 2024-06-30 | $6.7M | 32k | 212.81 |
| 2024-03-31 | $4.3M | 26k | 170.10 |
| 2023-12-31 | $4.3M | 26k | 170.10 |
| 2023-09-30 | $3.9M | 27k | 145.02 |
| 2023-06-30 | $4.0M | 28k | 145.44 |
| 2023-03-31 | $3.3M | 25k | 130.32 |
| 2022-12-31 | $3.6M | 27k | 134.10 |
| 2022-09-30 | $2.6M | 26k | 98.04 |
| 2022-06-30 | $2.0M | 18k | 112.61 |
| 2022-03-31 | $2.2M | 16k | 140.35 |
| 2021-12-31 | $2.1M | 14k | 157.41 |
More positions owned by EverSource Wealth Advisors
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