JPMorgan Chase & Co. shares owned by Family Wealth Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Family Wealth Group
from 13F filings
Historical chart of Family Wealth Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Family Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $298k | 946 | 315.46 |
| 2025-06-30 | $267k | 921 | 289.85 |
| 2024-12-31 | $324k | 1.4k | 239.68 |
| 2024-09-30 | $297k | 1.4k | 210.92 |
| 2024-06-30 | $234k | 1.2k | 202.28 |
| 2024-03-31 | $233k | 1.2k | 200.38 |
| 2023-12-31 | $205k | 1.2k | 170.11 |