JPMorgan Chase & Co. shares owned by Goldstone Financial Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Goldstone Financial Group
from 13F filings
Historical chart of Goldstone Financial Group investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Goldstone Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Goldstone Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.2M | 20k | 315.43 |
| 2025-06-30 | $5.8M | 20k | 296.00 |
| 2025-03-31 | $4.6M | 19k | 245.30 |
| 2024-12-31 | $4.4M | 18k | 239.71 |
| 2024-09-30 | $3.9M | 19k | 210.86 |
| 2024-06-30 | $3.7M | 18k | 202.26 |
| 2024-03-31 | $3.6M | 18k | 200.30 |
| 2023-12-31 | $3.1M | 18k | 170.10 |
| 2023-09-30 | $2.6M | 18k | 145.02 |
| 2023-06-30 | $2.7M | 19k | 145.44 |
| 2023-03-31 | $2.2M | 17k | 130.31 |