JPMorgan Chase & Co. shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 15k | 315.43 |
| 2025-06-30 | $4.3M | 15k | 289.92 |
| 2025-03-31 | $4.3M | 18k | 245.30 |
| 2024-12-31 | $4.6M | 19k | 239.71 |
| 2024-09-30 | $4.5M | 22k | 210.86 |
| 2024-06-30 | $4.4M | 22k | 202.26 |
| 2024-03-31 | $4.4M | 22k | 200.31 |
| 2023-12-31 | $3.7M | 22k | 170.10 |
| 2023-09-30 | $3.2M | 22k | 145.02 |
| 2023-06-30 | $3.2M | 22k | 145.44 |
| 2023-03-31 | $2.6M | 20k | 130.31 |
| 2022-12-31 | $2.7M | 20k | 134.10 |
More positions owned by Lodestone Wealth Management
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