JPMorgan Chase & Co. shares owned by Lifestyle Asset Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Lifestyle Asset Management
from 13F filings
Historical chart of Lifestyle Asset Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Lifestyle Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Lifestyle Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $324k | 1.1k | 289.91 |
| 2025-03-31 | $250k | 1.0k | 245.30 |
| 2024-12-31 | $260k | 1.1k | 239.71 |
| 2024-09-30 | $219k | 1.0k | 210.86 |
| 2024-06-30 | $228k | 1.1k | 202.26 |
| 2024-03-31 | $268k | 1.3k | 200.30 |
| 2023-12-31 | $273k | 1.6k | 170.10 |
| 2023-09-30 | $249k | 1.7k | 145.02 |
| 2023-06-30 | $254k | 1.7k | 145.44 |
| 2023-03-31 | $220k | 1.7k | 130.31 |
| 2022-12-31 | $207k | 1.5k | 134.10 |
More positions owned by Lifestyle Asset Management
View all positions for Lifestyle Asset Management