JPMorgan Chase & Co. shares owned by Financial Gravity Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Financial Gravity Wealth
from 13F filings
Historical chart of Financial Gravity Wealth investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Financial Gravity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $145k | 459 | 315.43 |
| 2025-03-31 | $71k | 289 | 245.30 |
| 2024-06-30 | $5.5k | 27 | 202.26 |
| 2024-03-31 | $0 | 127 | 0.00 |
| 2023-12-31 | $133k | 540 | 245.70 |
| 2023-09-30 | $133k | 540 | 245.70 |
| 2023-06-30 | $25 | 172 | 0.15 |
| 2023-03-31 | $6.2k | 130 | 48.08 |
| 2022-12-31 | $12k | 134 | 88.75 |
| 2022-09-30 | $15k | 2.4k | 6.05 |
| 2022-06-30 | $17k | 2.8k | 6.06 |
| 2022-03-31 | $312 | 3.4k | 0.09 |
| 2021-12-31 | $34k | 5.4k | 6.32 |
| 2021-09-30 | $164 | 71 | 2.31 |
| 2021-06-30 | $156 | 71 | 2.20 |
| 2021-03-31 | $12k | 77 | 151.55 |
| 2020-12-31 | $7.0k | 55 | 127.27 |
| 2020-03-31 | $25 | 251 | 0.10 |
| 2019-12-31 | $205 | 273 | 0.75 |
| 2019-09-30 | $76k | 649 | 117.10 |
| 2019-06-30 | $106k | 946 | 112.05 |
| 2019-03-31 | $52k | 501 | 103.79 |
| 2018-09-30 | $90k | 850 | 105.88 |
| 2018-06-30 | $167k | 1.5k | 114.93 |
| 2018-03-31 | $150k | 1.4k | 107.60 |