JPMorgan Chase & Co. shares owned by Great Point Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Great Point Wealth Advisors
from 13F filings
Historical chart of Great Point Wealth Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Great Point Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Great Point Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 5.0k | 315.43 |
| 2025-03-31 | $1.4M | 5.7k | 245.29 |
| 2024-12-31 | $1.4M | 5.8k | 239.70 |
| 2024-09-30 | $1.2M | 5.8k | 210.85 |
| 2024-06-30 | $1.2M | 5.7k | 202.25 |
| 2024-03-31 | $1.1M | 5.6k | 200.29 |
| 2023-12-31 | $960k | 5.6k | 170.09 |
| 2023-09-30 | $818k | 5.6k | 145.01 |
| 2023-06-30 | $823k | 5.7k | 145.43 |
| 2023-03-31 | $723k | 5.6k | 130.30 |
| 2022-12-31 | $744k | 5.6k | 134.09 |
| 2022-09-30 | $590k | 5.7k | 104.41 |
| 2022-06-30 | $659k | 5.9k | 112.63 |
| 2022-03-31 | $701k | 5.1k | 136.35 |
| 2021-12-31 | $814k | 5.1k | 158.34 |
| 2021-09-30 | $841k | 5.1k | 163.59 |
| 2021-06-30 | $800k | 5.1k | 155.61 |
| 2021-03-31 | $783k | 5.1k | 152.31 |
| 2020-12-31 | $653k | 5.1k | 127.02 |
| 2020-09-30 | $483k | 5.1k | 93.95 |
| 2020-06-30 | $483k | 5.1k | 93.95 |
| 2020-03-31 | $467k | 5.2k | 90.02 |
| 2019-12-31 | $716k | 5.1k | 139.27 |
| 2019-09-30 | $605k | 5.1k | 117.68 |
| 2019-06-30 | $602k | 5.4k | 111.67 |
| 2019-03-31 | $520k | 5.1k | 101.15 |
| 2018-12-31 | $501k | 5.1k | 97.45 |
More positions owned by Great Point Wealth Advisors
View all positions for Great Point Wealth Advisors