JPMorgan Chase & Co. shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $347k | 1.1k | 315.34 |
| 2025-06-30 | $363k | 1.3k | 290.02 |
| 2025-03-31 | $245k | 1.0k | 245.42 |
| 2024-12-31 | $237k | 990 | 239.65 |
| 2024-09-30 | $234k | 1.1k | 210.93 |
| 2024-03-31 | $158k | 787 | 200.22 |
| 2023-12-31 | $47k | 348 | 133.99 |
| 2023-09-30 | $114k | 783 | 145.01 |
| 2023-06-30 | $128k | 882 | 145.50 |
| 2023-03-31 | $124k | 952 | 130.36 |
| 2022-12-31 | $47k | 348 | 133.99 |
| 2022-09-30 | $22k | 207 | 104.75 |
| 2022-06-30 | $23k | 206 | 112.69 |
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