JPMorgan Chase & Co. shares owned by Financial Strategies Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Financial Strategies Group
from 13F filings
Historical chart of Financial Strategies Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Financial Strategies Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 33k | 309.35 |
| 2025-06-30 | $9.2M | 32k | 286.86 |
| 2025-03-31 | $7.2M | 31k | 233.13 |
| 2024-12-31 | $7.6M | 32k | 239.87 |
| 2024-09-30 | $7.3M | 33k | 221.48 |
| 2024-06-30 | $6.9M | 33k | 207.63 |
| 2024-03-31 | $5.7M | 29k | 197.15 |
| 2023-12-31 | $4.2M | 25k | 170.50 |
| 2023-09-30 | $3.2M | 22k | 147.53 |
| 2023-06-30 | $2.7M | 19k | 145.44 |
| 2023-03-31 | $1.5M | 11k | 130.31 |
| 2022-12-31 | $1.4M | 10k | 134.10 |
| 2022-09-30 | $1.1M | 10k | 104.46 |
| 2022-06-30 | $875k | 7.8k | 112.58 |
| 2022-03-31 | $750k | 5.5k | 136.36 |
| 2021-12-31 | $726k | 4.6k | 158.38 |
| 2021-09-30 | $667k | 4.1k | 163.60 |
| 2021-06-30 | $547k | 3.5k | 155.57 |
| 2021-03-31 | $416k | 2.7k | 152.38 |
| 2020-12-31 | $365k | 2.9k | 126.91 |
More positions owned by Financial Strategies Group
View all positions for Financial Strategies Group