JPMorgan Chase & Co. shares owned by Inlet Private Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Inlet Private Wealth
from 13F filings
Historical chart of Inlet Private Wealth investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Inlet Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Inlet Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 51k | 315.43 |
| 2025-06-30 | $15M | 51k | 289.91 |
| 2025-03-31 | $12M | 51k | 245.30 |
| 2024-12-31 | $13M | 52k | 239.71 |
| 2024-09-30 | $11M | 54k | 210.86 |
| 2024-06-30 | $11M | 54k | 202.26 |
| 2024-03-31 | $11M | 54k | 200.30 |
| 2023-12-31 | $9.5M | 56k | 170.10 |
| 2023-09-30 | $8.1M | 56k | 145.02 |
| 2023-06-30 | $9.2M | 63k | 145.44 |
| 2023-03-31 | $8.2M | 63k | 130.31 |
| 2022-12-31 | $8.5M | 64k | 134.10 |
| 2022-09-30 | $6.5M | 62k | 104.50 |
| 2022-06-30 | $6.8M | 61k | 112.61 |
| 2022-03-31 | $8.2M | 60k | 136.32 |
| 2021-12-31 | $9.5M | 60k | 158.35 |
| 2021-09-30 | $9.4M | 60k | 155.54 |
| 2021-06-30 | $9.4M | 60k | 155.54 |
| 2021-03-31 | $9.2M | 60k | 152.23 |
| 2020-12-31 | $7.6M | 60k | 127.08 |
| 2020-09-30 | $5.8M | 60k | 96.27 |
| 2020-06-30 | $5.4M | 58k | 94.05 |
| 2020-03-31 | $5.2M | 58k | 90.03 |
| 2019-12-31 | $8.1M | 58k | 139.40 |
| 2019-09-30 | $6.8M | 57k | 117.69 |
| 2019-06-30 | $6.4M | 56k | 115.29 |
| 2019-03-31 | $5.1M | 50k | 101.23 |
| 2018-12-31 | $3.7M | 38k | 97.63 |