JPMorgan Chase & Co. shares owned by Finer Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Finer Wealth Management
from 13F filings
Historical chart of Finer Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Finer Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.7M | 21k | 315.43 |
| 2025-06-30 | $6.1M | 21k | 289.91 |
| 2025-03-31 | $5.1M | 21k | 245.31 |
| 2024-12-31 | $4.9M | 20k | 239.71 |
| 2024-09-30 | $4.2M | 20k | 210.86 |
| 2024-06-30 | $4.1M | 20k | 202.26 |
| 2024-03-31 | $4.3M | 21k | 200.30 |
| 2023-09-30 | $2.6M | 18k | 145.02 |
| 2023-06-30 | $2.3M | 16k | 145.44 |
| 2023-03-31 | $2.0M | 16k | 130.31 |
| 2022-12-31 | $1.8M | 14k | 134.10 |
| 2022-09-30 | $1.2M | 12k | 104.48 |
| 2022-06-30 | $1.2M | 11k | 112.64 |
| 2022-03-31 | $1.3M | 9.6k | 136.35 |
| 2021-12-31 | $1.3M | 7.9k | 158.34 |