JPMorgan Chase & Co. shares owned by Kellett Schaffner Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Kellett Schaffner Wealth Advisors
from 13F filings
Historical chart of Kellett Schaffner Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Kellett Schaffner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $702k | 2.2k | 315.44 |
| 2025-06-30 | $637k | 2.2k | 289.91 |
| 2025-03-31 | $401k | 1.6k | 245.30 |
| 2024-12-31 | $356k | 1.5k | 239.71 |
| 2024-09-30 | $300k | 1.4k | 210.86 |
| 2024-06-30 | $257k | 1.3k | 202.26 |
More positions owned by Kellett Schaffner Wealth Advisors
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