JPMorgan Chase & Co. shares owned by Falcon Wealth Planning
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Falcon Wealth Planning
from 13F filings
Historical chart of Falcon Wealth Planning investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Falcon Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 14k | 315.43 |
| 2025-06-30 | $3.9M | 13k | 289.91 |
| 2025-03-31 | $3.3M | 13k | 245.30 |
| 2024-12-31 | $3.1M | 13k | 239.71 |
| 2024-09-30 | $2.7M | 13k | 210.87 |
| 2024-06-30 | $2.6M | 13k | 202.27 |
| 2024-03-31 | $2.5M | 13k | 200.31 |
| 2023-12-31 | $2.2M | 13k | 170.10 |
| 2023-09-30 | $1.8M | 12k | 145.02 |
| 2023-06-30 | $1.8M | 13k | 145.44 |
| 2023-03-31 | $1.6M | 12k | 130.31 |
| 2022-12-31 | $1.6M | 12k | 134.10 |
| 2022-09-30 | $1.3M | 12k | 104.46 |
| 2022-06-30 | $1.4M | 13k | 112.58 |
| 2022-03-31 | $1.7M | 13k | 136.30 |
| 2021-12-31 | $2.0M | 13k | 158.39 |
| 2021-09-30 | $2.8M | 17k | 163.67 |
| 2021-06-30 | $2.6M | 16k | 155.53 |
| 2021-03-31 | $2.5M | 16k | 152.23 |
| 2020-12-31 | $2.1M | 16k | 127.08 |