JPMorgan Chase & Co. shares owned by Lakeshore Financial Planning
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Lakeshore Financial Planning
from 13F filings
Historical chart of Lakeshore Financial Planning investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Lakeshore Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.7M | 8.4k | 322.22 |
| 2025-09-30 | $2.7M | 8.4k | 315.49 |
| 2025-06-30 | $2.4M | 8.4k | 289.95 |
| 2025-03-31 | $2.1M | 8.4k | 245.35 |
| 2024-12-31 | $2.5M | 11k | 239.74 |
| 2024-09-30 | $2.3M | 11k | 210.91 |
| 2024-06-30 | $2.2M | 11k | 202.31 |
| 2024-03-31 | $2.2M | 11k | 200.33 |
| 2023-09-30 | $1.6M | 11k | 145.03 |
More positions owned by Lakeshore Financial Planning
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