JPMorgan Chase & Co. shares owned by Gitterman Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Gitterman Wealth Management
from 13F filings
Historical chart of Gitterman Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Gitterman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $829k | 2.6k | 315.51 |
| 2025-06-30 | $747k | 2.6k | 289.91 |
| 2025-03-31 | $385k | 1.6k | 245.30 |
| 2024-12-31 | $373k | 1.6k | 239.71 |
| 2024-09-30 | $326k | 1.5k | 210.86 |
| 2024-06-30 | $313k | 1.5k | 202.26 |
| 2024-03-31 | $310k | 1.5k | 200.30 |
| 2023-09-30 | $451k | 3.1k | 145.02 |
| 2023-06-30 | $458k | 3.1k | 145.44 |
| 2023-03-31 | $410k | 3.1k | 130.31 |
| 2022-12-31 | $422k | 3.1k | 134.10 |
| 2022-09-30 | $332k | 3.2k | 104.47 |
| 2022-06-30 | $342k | 3.0k | 112.50 |
| 2022-03-31 | $551k | 4.0k | 136.39 |
| 2021-12-31 | $554k | 3.5k | 158.33 |
| 2021-09-30 | $596k | 3.6k | 163.69 |
| 2021-06-30 | $566k | 3.6k | 155.45 |
| 2021-03-31 | $554k | 3.6k | 152.16 |
More positions owned by Gitterman Wealth Management
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