JPMorgan Chase & Co. shares owned by Gratus Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Gratus Wealth Advisors
from 13F filings
Historical chart of Gratus Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Gratus Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $591k | 1.9k | 315.50 |
| 2025-06-30 | $582k | 2.0k | 289.88 |
| 2025-03-31 | $458k | 1.9k | 245.28 |
| 2024-12-31 | $454k | 1.9k | 239.74 |
| 2024-09-30 | $399k | 1.9k | 210.97 |
| 2024-06-30 | $397k | 1.9k | 209.73 |
| 2024-03-31 | $345k | 1.9k | 181.21 |
| 2023-12-31 | $310k | 1.8k | 170.15 |