JPMorgan Chase & Co. shares owned by Grubman Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Grubman Wealth Management
from 13F filings
Historical chart of Grubman Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Grubman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $309k | 1.1k | 289.91 |
| 2025-03-31 | $261k | 1.1k | 245.30 |
| 2024-12-31 | $255k | 1.1k | 239.71 |
| 2024-09-30 | $224k | 1.1k | 210.86 |
| 2024-06-30 | $215k | 1.1k | 202.26 |
| 2024-03-31 | $213k | 1.1k | 200.30 |
| 2023-09-30 | $215k | 1.5k | 145.02 |
| 2023-06-30 | $215k | 1.5k | 145.44 |
| 2023-03-31 | $241k | 1.8k | 130.45 |
| 2022-12-31 | $248k | 1.8k | 134.10 |
| 2022-03-31 | $227k | 1.7k | 136.58 |
| 2021-12-31 | $263k | 1.7k | 158.24 |
| 2021-09-30 | $287k | 1.8k | 163.44 |
| 2021-06-30 | $273k | 1.8k | 155.47 |
| 2021-03-31 | $267k | 1.8k | 152.05 |
| 2020-12-31 | $223k | 1.8k | 126.99 |