JPMorgan Chase & Co. shares owned by Grey Fox Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Grey Fox Wealth Advisors
from 13F filings
Historical chart of Grey Fox Wealth Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Grey Fox Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Grey Fox Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 3.6k | 315.41 |
| 2025-06-30 | $1.0M | 3.6k | 289.93 |
| 2025-03-31 | $888k | 3.6k | 245.33 |
| 2024-12-31 | $844k | 3.5k | 239.70 |
| 2024-09-30 | $742k | 3.5k | 210.87 |
| 2024-06-30 | $698k | 3.4k | 202.28 |
| 2024-03-31 | $717k | 3.6k | 200.27 |
| 2023-12-31 | $633k | 3.7k | 170.08 |
| 2023-09-30 | $544k | 3.7k | 145.03 |
| 2023-06-30 | $537k | 3.7k | 145.45 |
| 2023-03-31 | $772k | 5.9k | 130.32 |
| 2022-12-31 | $769k | 5.7k | 134.10 |