JPMorgan Chase & Co. shares owned by Holistic Planning
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic Planning investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 6.7k | 315.43 |
| 2025-06-30 | $2.0M | 7.0k | 289.89 |
| 2025-03-31 | $1.1M | 4.4k | 245.30 |
| 2024-12-31 | $1.0M | 4.4k | 239.68 |
| 2024-09-30 | $954k | 4.5k | 210.86 |
| 2024-06-30 | $812k | 4.1k | 200.30 |
| 2024-03-31 | $812k | 4.1k | 200.30 |