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JPMorgan Chase & Co. shares owned by Francis Financial

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Francis Financial from 13F filings

Historical chart of Francis Financial investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Francis Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Francis Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 3.4k 315.43
2025-06-30 $851k 2.9k 289.91
2025-03-31 $676k 2.8k 245.29
2024-12-31 $515k 3.7k 138.57
2024-09-30 $537k 2.5k 210.85
2024-06-30 $494k 2.4k 202.25
2024-03-31 $409k 2.0k 200.29
2023-12-31 $406k 2.4k 170.09