JPMorgan Chase & Co. shares owned by Kfg Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Kfg Wealth Management
from 13F filings
Historical chart of Kfg Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Kfg Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Kfg Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 3.5k | 315.47 |
| 2025-06-30 | $975k | 3.4k | 289.93 |
| 2025-03-31 | $767k | 3.1k | 245.27 |
| 2024-12-31 | $741k | 3.1k | 239.72 |
| 2024-09-30 | $591k | 2.8k | 210.86 |
| 2024-06-30 | $322k | 1.6k | 202.26 |
| 2024-03-31 | $319k | 1.6k | 200.30 |
| 2023-12-31 | $262k | 1.5k | 170.10 |
| 2023-09-30 | $237k | 1.6k | 145.02 |
| 2023-06-30 | $224k | 1.5k | 145.44 |
| 2022-12-31 | $206k | 1.5k | 134.10 |