JPMorgan Chase & Co. shares owned by Invera Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Invera Wealth Advisors
from 13F filings
Historical chart of Invera Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Invera Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 17k | 315.43 |
| 2025-06-30 | $4.9M | 17k | 289.91 |
| 2025-03-31 | $4.2M | 17k | 245.30 |
| 2024-12-31 | $6.5M | 24k | 265.81 |
| 2024-09-30 | $6.1M | 26k | 236.82 |
| 2024-06-30 | $5.6M | 27k | 207.46 |
| 2024-03-31 | $4.8M | 27k | 181.25 |
| 2023-12-31 | $4.7M | 28k | 170.10 |