JPMorgan Chase & Co. shares owned by Intergy Private Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Intergy Private Wealth
from 13F filings
Historical chart of Intergy Private Wealth investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Intergy Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $713k | 2.4k | 294.16 |
| 2025-12-31 | $752k | 2.3k | 322.22 |
| 2025-09-30 | $736k | 2.3k | 315.43 |
| 2025-06-30 | $707k | 2.4k | 289.91 |
| 2025-03-31 | $575k | 2.3k | 245.30 |
| 2024-12-31 | $783k | 3.3k | 239.71 |
| 2024-09-30 | $664k | 3.1k | 210.86 |
| 2024-06-30 | $583k | 2.9k | 202.26 |
| 2024-03-31 | $550k | 2.7k | 200.30 |
| 2023-12-31 | $473k | 2.8k | 170.10 |
| 2023-09-30 | $431k | 3.0k | 145.02 |
| 2023-06-30 | $414k | 2.8k | 145.44 |
| 2023-03-31 | $366k | 2.8k | 130.31 |
| 2022-12-31 | $362k | 2.7k | 134.10 |