JPMorgan Chase & Co. shares owned by Jackson Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Jackson Wealth Management
from 13F filings
Historical chart of Jackson Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Jackson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $349k | 1.1k | 315.27 |
| 2025-06-30 | $840k | 2.9k | 289.96 |
| 2025-03-31 | $252k | 1.0k | 245.61 |
| 2024-12-31 | $236k | 983 | 240.08 |
| 2024-09-30 | $207k | 983 | 210.58 |
| 2024-06-30 | $201k | 996 | 201.81 |
| 2021-12-31 | $204k | 1.3k | 158.39 |
| 2021-06-30 | $1.7M | 11k | 155.51 |
| 2019-12-31 | $2.6M | 20k | 133.18 |
| 2019-09-30 | $2.7M | 23k | 114.02 |
| 2019-06-30 | $2.2M | 19k | 113.50 |
| 2019-03-31 | $1.9M | 18k | 101.25 |
| 2018-12-31 | $1.7M | 18k | 97.14 |
| 2018-09-30 | $2.0M | 18k | 112.84 |
| 2018-06-30 | $1.9M | 17k | 115.20 |
| 2018-03-31 | $1.9M | 17k | 111.00 |
| 2017-12-31 | $2.1M | 20k | 109.07 |
| 2017-09-30 | $1.9M | 20k | 97.12 |
| 2017-06-30 | $1.7M | 19k | 93.06 |
| 2015-12-31 | $1.6M | 27k | 58.98 |
| 2015-09-30 | $1.7M | 28k | 60.97 |
| 2015-06-30 | $2.0M | 30k | 67.18 |
| 2015-03-31 | $64k | 1.1k | 60.21 |