JPMorgan Chase & Co. shares owned by Kaizen Financial Strategies
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Kaizen Financial Strategies
from 13F filings
Historical chart of Kaizen Financial Strategies investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Kaizen Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $759k | 2.4k | 322.26 |
| 2025-09-30 | $737k | 2.4k | 313.45 |
| 2025-06-30 | $688k | 2.4k | 289.95 |
| 2025-03-31 | $506k | 2.1k | 245.27 |
| 2024-12-31 | $492k | 2.1k | 239.70 |
| 2024-09-30 | $426k | 2.0k | 210.86 |
| 2024-06-30 | $434k | 2.0k | 215.15 |
| 2024-03-31 | $440k | 2.2k | 200.30 |
| 2023-12-31 | $364k | 2.1k | 170.10 |
| 2023-09-30 | $310k | 2.1k | 145.04 |
| 2023-06-30 | $316k | 2.1k | 148.17 |
| 2023-03-31 | $277k | 2.1k | 130.29 |
| 2022-12-31 | $320k | 2.2k | 143.03 |
More positions owned by Kaizen Financial Strategies
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