JPMorgan Chase & Co. shares owned by LMG Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by LMG Wealth Partners
from 13F filings
Historical chart of LMG Wealth Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by LMG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 13k | 315.44 |
| 2025-06-30 | $3.8M | 13k | 289.91 |
| 2025-03-31 | $3.2M | 13k | 245.29 |
| 2024-12-31 | $3.1M | 13k | 239.72 |
| 2024-09-30 | $2.7M | 13k | 210.86 |
| 2024-06-30 | $2.7M | 13k | 202.26 |
| 2024-03-31 | $2.6M | 13k | 200.30 |
| 2023-12-31 | $2.2M | 13k | 170.10 |
| 2023-09-30 | $2.0M | 14k | 145.02 |
| 2023-06-30 | $2.0M | 14k | 145.44 |
| 2023-03-31 | $1.8M | 14k | 130.31 |
| 2022-12-31 | $1.9M | 14k | 140.80 |