JPMorgan Chase & Co. shares owned by JFG Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by JFG Wealth Management
from 13F filings
Historical chart of JFG Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by JFG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $347k | 1.1k | 315.50 |
| 2025-06-30 | $250k | 861 | 289.95 |
| 2025-03-31 | $211k | 861 | 245.29 |
| 2024-12-31 | $365k | 1.5k | 239.71 |
| 2024-09-30 | $321k | 1.5k | 210.86 |
| 2021-12-31 | $432k | 2.7k | 158.24 |
| 2021-09-30 | $473k | 2.9k | 163.67 |
| 2021-06-30 | $450k | 2.9k | 155.71 |