JPMorgan Chase & Co. shares owned by Instrumental Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Instrumental Wealth
from 13F filings
Historical chart of Instrumental Wealth investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Instrumental Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $468k | 1.5k | 309.51 |
| 2025-06-30 | $403k | 1.4k | 286.50 |
| 2025-03-31 | $327k | 1.3k | 243.63 |
| 2024-12-31 | $364k | 1.4k | 264.33 |
| 2024-09-30 | $251k | 1.1k | 221.48 |
| 2024-06-30 | $230k | 1.1k | 208.66 |
| 2024-03-31 | $210k | 1.1k | 199.49 |