JPMorgan Chase & Co. shares owned by Independent Solutions Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Independent Solutions Wealth Management
from 13F filings
Historical chart of Independent Solutions Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Independent Solutions Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 10k | 315.43 |
| 2025-06-30 | $2.6M | 9.1k | 289.91 |
| 2025-03-31 | $2.1M | 8.4k | 245.30 |
| 2024-12-31 | $2.1M | 8.9k | 239.71 |
| 2024-09-30 | $1.9M | 8.9k | 210.86 |
| 2024-06-30 | $1.7M | 8.6k | 202.25 |
| 2024-03-31 | $1.9M | 9.4k | 200.31 |
| 2023-12-31 | $1.6M | 9.3k | 170.10 |
| 2023-09-30 | $1.5M | 11k | 145.03 |
| 2023-06-30 | $1.1M | 7.8k | 145.44 |
| 2023-03-31 | $355k | 2.7k | 130.31 |
| 2022-12-31 | $700k | 5.2k | 134.10 |
| 2022-09-30 | $499k | 4.8k | 104.50 |
| 2022-06-30 | $465k | 4.1k | 112.61 |
| 2022-03-31 | $605k | 4.4k | 136.32 |
| 2021-12-31 | $695k | 4.4k | 158.36 |
| 2021-09-30 | $704k | 4.3k | 163.67 |
| 2021-06-30 | $658k | 4.2k | 155.53 |
| 2021-03-31 | $595k | 3.9k | 152.23 |
| 2020-12-31 | $486k | 3.8k | 127.08 |
| 2020-09-30 | $368k | 3.8k | 96.27 |
| 2020-06-30 | $387k | 4.1k | 94.06 |
| 2020-03-31 | $347k | 3.9k | 90.02 |
| 2019-12-31 | $535k | 3.8k | 139.40 |
More positions owned by Independent Solutions Wealth Management
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