JPMorgan Chase & Co. shares owned by Geometric Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Geometric Wealth Advisors
from 13F filings
Historical chart of Geometric Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Geometric Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $399k | 1.3k | 315.43 |
| 2025-06-30 | $374k | 1.3k | 289.91 |
| 2025-03-31 | $300k | 1.2k | 245.30 |
| 2024-12-31 | $288k | 1.2k | 239.71 |
| 2024-09-30 | $243k | 1.2k | 210.86 |
| 2024-03-31 | $231k | 1.2k | 200.30 |