JPMorgan Chase & Co. shares owned by Forum Private Client Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Forum Private Client Group
from 13F filings
Historical chart of Forum Private Client Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Forum Private Client Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $786k | 2.5k | 315.46 |
| 2025-06-30 | $631k | 2.2k | 289.91 |
| 2025-03-31 | $521k | 2.1k | 245.30 |
| 2024-12-31 | $512k | 2.1k | 239.71 |
| 2024-09-30 | $460k | 2.2k | 210.86 |
| 2024-03-31 | $871k | 4.3k | 200.32 |
| 2023-12-31 | $769k | 4.5k | 170.11 |
| 2023-06-30 | $681k | 4.7k | 145.43 |
| 2023-03-31 | $608k | 4.7k | 130.30 |
| 2022-12-31 | $659k | 4.9k | 134.10 |
| 2022-09-30 | $544k | 5.2k | 104.58 |
| 2022-06-30 | $584k | 5.2k | 112.52 |
| 2022-03-31 | $742k | 5.4k | 136.27 |
More positions owned by Forum Private Client Group
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