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.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Laidlaw Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |