JPMorgan Chase & Co. shares owned by LifeSteps Financial
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by LifeSteps Financial
from 13F filings
Historical chart of LifeSteps Financial investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by LifeSteps Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 10k | 315.42 |
| 2025-06-30 | $3.0M | 10k | 289.91 |
| 2025-03-31 | $2.5M | 10k | 245.29 |
| 2024-12-31 | $2.4M | 10k | 239.71 |
| 2024-09-30 | $2.1M | 9.8k | 210.85 |
| 2024-06-30 | $2.0M | 9.8k | 202.26 |
| 2024-03-31 | $2.0M | 10k | 200.31 |
| 2023-12-31 | $1.7M | 10k | 170.09 |
| 2023-09-30 | $1.5M | 10k | 145.02 |
| 2023-06-30 | $1.5M | 10k | 145.44 |
| 2023-03-31 | $1.3M | 10k | 130.31 |
| 2022-12-31 | $1.4M | 11k | 134.10 |
| 2022-09-30 | $1.1M | 10k | 104.45 |
| 2022-06-30 | $907k | 8.1k | 112.63 |
| 2022-03-31 | $1.2M | 8.6k | 136.36 |
| 2021-12-31 | $1.4M | 9.1k | 158.31 |
| 2021-09-30 | $2.4M | 15k | 163.68 |
| 2021-06-30 | $2.3M | 15k | 155.53 |
| 2021-03-31 | $2.1M | 14k | 152.26 |
| 2020-12-31 | $1.6M | 13k | 127.08 |
| 2020-09-30 | $1.2M | 13k | 96.23 |
| 2020-06-30 | $1.2M | 13k | 94.04 |
| 2020-03-31 | $993k | 11k | 90.05 |
| 2019-12-31 | $1.5M | 11k | 139.44 |