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JPMorgan Chase & Co. shares owned by Laidlaw Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Laidlaw Wealth Management from 13F filings

Historical chart of Laidlaw Wealth Management investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Laidlaw Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Laidlaw Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $595k 1.9k 315.43
2025-06-30 $572k 2.0k 289.91
2025-03-31 $453k 1.8k 245.30
2024-12-31 $694k 2.9k 239.71
2024-09-30 $639k 3.0k 210.86
2024-06-30 $653k 3.2k 202.26
2024-03-31 $791k 3.9k 200.30
2023-12-31 $2.6M 15k 170.11
2023-09-30 $2.9M 20k 145.02
2023-06-30 $6.1M 42k 145.44
2023-03-31 $4.9M 38k 130.31
2022-12-31 $4.5M 34k 134.10
2022-09-30 $3.5M 33k 104.49
2022-06-30 $3.7M 33k 112.60
2022-03-31 $4.2M 31k 136.33
2021-12-31 $5.0M 32k 158.36
2021-09-30 $4.6M 28k 163.70
2021-06-30 $3.9M 25k 155.55
2021-03-31 $3.8M 25k 152.22
2020-12-31 $3.5M 27k 127.06
2020-09-30 $1.4M 15k 96.25
2020-06-30 $30k 2.8M 0.01
2020-03-31 $1.2M 14k 90.02
2019-12-31 $1.9M 13k 139.38