JPMorgan Chase & Co. shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 3.4k | 315.40 |
| 2025-06-30 | $1.0M | 3.5k | 289.87 |
| 2025-03-31 | $1.0M | 4.2k | 245.33 |
| 2024-12-31 | $972k | 4.1k | 239.71 |
| 2024-09-30 | $821k | 3.9k | 210.86 |
| 2024-06-30 | $764k | 3.8k | 202.26 |
| 2024-03-31 | $978k | 4.9k | 200.30 |
| 2023-12-31 | $413k | 2.4k | 170.10 |
| 2023-09-30 | $359k | 2.5k | 145.02 |
| 2023-06-30 | $286k | 2.0k | 145.44 |
| 2023-03-31 | $257k | 2.0k | 130.31 |
| 2022-12-31 | $214k | 1.6k | 134.10 |
| 2022-09-30 | $295k | 2.3k | 126.07 |
| 2022-06-30 | $596k | 5.3k | 112.62 |
| 2022-03-31 | $611k | 4.5k | 136.41 |
| 2021-12-31 | $713k | 4.5k | 158.23 |