JPMorgan Chase & Co. shares owned by LJI Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by LJI Wealth Management
from 13F filings
Historical chart of LJI Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by LJI Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.9M | 25k | 315.43 |
| 2025-06-30 | $7.9M | 27k | 289.91 |
| 2025-03-31 | $6.8M | 28k | 245.30 |
| 2024-12-31 | $6.6M | 28k | 239.71 |
| 2024-09-30 | $6.0M | 28k | 210.86 |
| 2024-06-30 | $5.6M | 28k | 202.26 |
| 2024-03-31 | $5.6M | 28k | 200.30 |
| 2023-09-30 | $3.8M | 26k | 145.02 |
| 2023-06-30 | $3.7M | 301k | 12.30 |
| 2023-03-31 | $3.3M | 25k | 130.31 |
| 2022-12-31 | $3.4M | 25k | 134.10 |