JPMorgan Chase & Co. shares owned by Iams Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Iams Wealth Management
from 13F filings
Historical chart of Iams Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Iams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 10k | 315.50 |
| 2025-06-30 | $3.1M | 11k | 289.96 |
| 2025-03-31 | $2.8M | 12k | 245.31 |
| 2024-12-31 | $2.8M | 12k | 239.74 |
| 2024-09-30 | $2.5M | 12k | 210.88 |
| 2024-06-30 | $2.3M | 11k | 202.27 |
| 2024-03-31 | $2.0M | 11k | 184.38 |
| 2023-12-31 | $2.0M | 12k | 170.10 |
| 2023-09-30 | $1.8M | 13k | 145.02 |
| 2023-06-30 | $3.4M | 23k | 143.70 |
| 2023-03-31 | $1.4M | 11k | 129.06 |
| 2022-12-31 | $1.0M | 7.6k | 134.10 |