JPMorgan Chase & Co. shares owned by Family Legacy
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Family Legacy
from 13F filings
Historical chart of Family Legacy investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Family Legacy
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.1M | 26k | 315.43 |
| 2025-06-30 | $8.0M | 28k | 289.91 |
| 2025-03-31 | $7.1M | 29k | 245.30 |
| 2024-12-31 | $7.6M | 31k | 243.13 |
| 2024-09-30 | $6.8M | 32k | 210.86 |
| 2024-06-30 | $6.5M | 32k | 202.26 |
| 2024-03-31 | $6.7M | 33k | 200.30 |
| 2023-12-31 | $5.8M | 34k | 170.10 |
| 2023-09-30 | $4.9M | 34k | 145.02 |
| 2023-06-30 | $4.9M | 34k | 145.44 |
| 2023-03-31 | $4.4M | 34k | 130.31 |
| 2022-12-31 | $4.6M | 33k | 139.12 |
| 2022-09-30 | $3.4M | 33k | 104.49 |
| 2022-06-30 | $3.6M | 32k | 112.98 |
| 2022-03-31 | $4.3M | 32k | 136.31 |
| 2021-12-31 | $5.3M | 32k | 167.50 |
| 2021-09-30 | $5.3M | 31k | 170.22 |
| 2021-06-30 | $4.9M | 32k | 150.92 |
| 2021-03-31 | $4.9M | 32k | 152.24 |
| 2020-12-31 | $4.3M | 34k | 127.07 |
| 2020-09-30 | $3.2M | 34k | 96.26 |
| 2020-06-30 | $3.1M | 33k | 94.05 |
| 2020-03-31 | $3.0M | 33k | 90.03 |
| 2019-12-31 | $4.5M | 33k | 136.93 |
| 2019-09-30 | $4.1M | 31k | 130.00 |
| 2019-06-30 | $3.2M | 29k | 111.79 |
| 2019-03-31 | $3.0M | 28k | 105.67 |
| 2018-12-31 | $2.8M | 28k | 97.63 |
| 2018-09-30 | $3.1M | 28k | 112.84 |
| 2018-06-30 | $3.1M | 30k | 104.21 |
| 2018-03-31 | $3.2M | 29k | 109.97 |
| 2017-12-31 | $3.2M | 30k | 106.93 |
| 2017-09-30 | $1.6M | 16k | 95.50 |
| 2017-06-30 | $2.8M | 31k | 91.41 |
| 2017-03-31 | $2.7M | 31k | 87.83 |