JPMorgan Chase & Co. shares owned by Feltz Wealth PLAN
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Feltz Wealth PLAN
from 13F filings
Historical chart of Feltz Wealth PLAN investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Feltz Wealth PLAN
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.4M | 23k | 315.43 |
| 2025-06-30 | $6.4M | 22k | 289.91 |
| 2025-03-31 | $6.2M | 25k | 245.30 |
| 2024-12-31 | $6.1M | 26k | 239.71 |
| 2024-09-30 | $5.8M | 27k | 210.86 |
| 2024-06-30 | $6.4M | 31k | 204.71 |
| 2024-03-31 | $6.3M | 31k | 201.53 |
| 2023-12-31 | $5.6M | 33k | 170.12 |
| 2023-09-30 | $4.6M | 32k | 145.00 |
| 2023-06-30 | $3.3M | 23k | 145.44 |
| 2023-03-31 | $3.9B | 30k | 130294.12 |
| 2022-12-31 | $7.1M | 49k | 143.18 |
| 2022-03-31 | $7.0M | 49k | 142.86 |
| 2021-12-31 | $6.8M | 46k | 148.61 |
| 2021-09-30 | $7.5M | 46k | 162.57 |
| 2021-06-30 | $7.7M | 48k | 161.15 |
| 2021-03-31 | $7.5M | 48k | 155.47 |
| 2020-12-31 | $7.1M | 51k | 138.25 |
| 2020-09-30 | $7.5M | 66k | 113.37 |
| 2020-06-30 | $14M | 129k | 111.11 |
| 2020-03-31 | $9.6M | 112k | 85.71 |
| 2019-12-31 | $14M | 96k | 142.86 |
| 2019-09-30 | $13M | 96k | 133.33 |
| 2019-06-30 | $9.8M | 90k | 109.34 |
| 2019-03-31 | $10M | 91k | 109.90 |
| 2018-12-31 | $9.0M | 86k | 105.54 |
| 2018-09-30 | $8.6M | 80k | 108.57 |
| 2018-06-30 | $7.7M | 74k | 103.94 |
| 2018-03-31 | $8.7M | 79k | 109.86 |
| 2017-12-31 | $7.5M | 70k | 106.93 |
| 2017-09-30 | $6.5M | 68k | 95.51 |
| 2017-06-30 | $5.8M | 63k | 91.40 |
| 2017-03-31 | $243k | 2.8k | 86.17 |
| 2016-09-30 | $2.8M | 42k | 66.60 |
| 2016-06-30 | $5.0k | 80k | 0.06 |
| 2015-12-31 | $3.5M | 107k | 32.48 |
| 2015-06-30 | $875k | 13k | 67.74 |
| 2015-03-31 | $386k | 6.4k | 60.00 |