JPMorgan Chase & Co. shares owned by Lantern Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Lantern Wealth Advisors
from 13F filings
Historical chart of Lantern Wealth Advisors investment in JPMorgan Chase & Co.
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All positions including JPMorgan Chase & Co. held by Lantern Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in JPMorgan Chase & Co. by Lantern Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 12k | 315.43 |
| 2025-06-30 | $3.8M | 13k | 289.91 |
| 2024-12-31 | $3.3M | 14k | 239.72 |
| 2024-09-30 | $2.9M | 14k | 210.87 |
| 2024-06-30 | $2.7M | 14k | 202.26 |
| 2024-03-31 | $2.8M | 14k | 200.17 |
| 2023-12-31 | $2.4M | 14k | 170.10 |