JPMorgan Chase & Co. shares owned by Gen-Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Gen-Wealth Partners
from 13F filings
Historical chart of Gen-Wealth Partners investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Gen-Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Gen-Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 7.8k | 315.43 |
| 2025-06-30 | $2.1M | 7.4k | 289.93 |
| 2025-03-31 | $1.9M | 7.6k | 245.31 |
| 2024-12-31 | $1.8M | 7.5k | 239.72 |
| 2024-09-30 | $1.9M | 8.4k | 224.42 |
| 2024-06-30 | $1.8M | 8.8k | 202.27 |
| 2024-03-31 | $1.7M | 8.7k | 200.30 |