JPMorgan Chase & Co. shares owned by Forum Financial Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27M | 84k | 315.43 |
| 2025-06-30 | $24M | 82k | 289.91 |
| 2025-03-31 | $20M | 80k | 245.30 |
| 2024-12-31 | $20M | 83k | 239.71 |
| 2024-09-30 | $17M | 80k | 210.86 |
| 2024-06-30 | $16M | 81k | 202.26 |
| 2024-03-31 | $17M | 84k | 200.30 |
| 2023-12-31 | $16M | 92k | 170.10 |
| 2023-09-30 | $13M | 89k | 145.02 |
| 2023-06-30 | $13M | 89k | 145.44 |
| 2023-03-31 | $11M | 86k | 130.31 |
| 2022-12-31 | $12M | 87k | 134.10 |
| 2022-09-30 | $8.9M | 86k | 104.50 |
| 2022-06-30 | $11M | 93k | 112.61 |
| 2022-03-31 | $12M | 86k | 136.32 |
| 2021-12-31 | $13M | 83k | 158.35 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management