JPMorgan Chase & Co. shares owned by Ledgewood Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Ledgewood Wealth Advisors
from 13F filings
Historical chart of Ledgewood Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Ledgewood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $555k | 1.8k | 315.49 |
| 2025-06-30 | $510k | 1.8k | 289.97 |
| 2025-03-31 | $432k | 1.8k | 245.35 |
| 2024-12-31 | $422k | 1.8k | 239.76 |
| 2024-09-30 | $371k | 1.8k | 210.90 |
| 2024-06-30 | $347k | 1.7k | 202.30 |
| 2024-03-31 | $343k | 1.7k | 200.34 |
| 2023-12-31 | $292k | 1.7k | 170.13 |