JPMorgan Chase & Co. shares owned by Garrett Wealth Advisory Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Garrett Wealth Advisory Group
from 13F filings
Historical chart of Garrett Wealth Advisory Group investment in JPMorgan Chase & Co.
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All positions including JPMorgan Chase & Co. held by Garrett Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Garrett Wealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 4.0k | 315.41 |
| 2025-06-30 | $1.2M | 4.0k | 289.89 |
| 2025-03-31 | $975k | 4.0k | 245.27 |
| 2024-12-31 | $786k | 3.3k | 239.69 |
| 2024-09-30 | $568k | 2.7k | 210.85 |
| 2024-06-30 | $545k | 2.7k | 202.26 |
| 2024-03-31 | $302k | 1.5k | 200.30 |
| 2023-12-31 | $256k | 1.5k | 170.14 |
| 2023-09-30 | $210k | 1.4k | 145.03 |
| 2019-09-30 | $48k | 408 | 117.69 |
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