JPMorgan Chase & Co. shares owned by Invenio Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Invenio Wealth Partners
from 13F filings
Historical chart of Invenio Wealth Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Invenio Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.7k | 315.43 |
| 2025-06-30 | $1.1M | 3.7k | 289.91 |
| 2025-03-31 | $879k | 3.6k | 245.30 |
| 2024-12-31 | $820k | 3.4k | 239.71 |
| 2024-09-30 | $721k | 3.4k | 210.86 |
| 2024-06-30 | $692k | 3.4k | 202.26 |
| 2024-03-31 | $721k | 3.6k | 200.30 |
| 2023-12-31 | $662k | 3.9k | 170.10 |
| 2023-09-30 | $564k | 3.9k | 145.02 |