JPMorgan Chase & Co. shares owned by GenWealth Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by GenWealth Group
from 13F filings
Historical chart of GenWealth Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by GenWealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.4M | 4.3k | 334.61 |
| 2025-09-30 | $1.2M | 4.0k | 315.43 |
| 2025-06-30 | $1.2M | 4.0k | 289.91 |
| 2025-03-31 | $866k | 3.5k | 245.30 |
| 2024-12-31 | $906k | 3.8k | 239.71 |
| 2024-09-30 | $811k | 3.8k | 210.86 |
| 2024-06-30 | $791k | 3.9k | 202.26 |
| 2024-03-31 | $786k | 3.9k | 200.30 |
| 2023-12-31 | $663k | 3.9k | 170.10 |
| 2023-09-30 | $686k | 4.7k | 145.02 |
| 2023-06-30 | $688k | 4.7k | 145.44 |
| 2023-03-31 | $616k | 4.7k | 130.31 |
| 2022-12-31 | $634k | 4.7k | 134.10 |
| 2022-09-30 | $494k | 4.7k | 104.46 |
| 2022-06-30 | $533k | 4.7k | 112.71 |
| 2022-03-31 | $645k | 4.7k | 136.39 |
| 2021-12-31 | $725k | 4.6k | 158.23 |
| 2021-09-30 | $750k | 4.6k | 163.68 |
| 2021-06-30 | $712k | 4.6k | 155.39 |
| 2021-03-31 | $771k | 5.1k | 152.13 |
| 2020-12-31 | $644k | 5.1k | 127.07 |
| 2020-09-30 | $505k | 5.1k | 99.64 |
| 2020-06-30 | $473k | 5.1k | 93.33 |
| 2020-03-31 | $457k | 5.1k | 89.91 |
| 2019-12-31 | $708k | 5.1k | 139.29 |
| 2019-09-30 | $598k | 5.1k | 117.65 |
| 2019-06-30 | $578k | 5.1k | 113.71 |
| 2019-03-31 | $530k | 5.1k | 104.58 |
| 2018-12-31 | $470k | 4.8k | 97.55 |
| 2018-09-30 | $549k | 4.8k | 113.95 |
| 2018-06-30 | $492k | 4.8k | 103.40 |
| 2018-03-31 | $523k | 4.8k | 109.92 |
| 2017-12-31 | $543k | 4.8k | 114.12 |
| 2017-09-30 | $399k | 4.2k | 95.48 |
| 2017-06-30 | $381k | 4.2k | 91.17 |