JPMorgan Chase & Co. shares owned by Lorne Steinberg Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Lorne Steinberg Wealth Management
from 13F filings
Historical chart of Lorne Steinberg Wealth Management investment in JPMorgan Chase & Co.
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All positions including JPMorgan Chase & Co. held by Lorne Steinberg Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Lorne Steinberg Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 39k | 315.43 |
| 2025-06-30 | $11M | 39k | 289.91 |
| 2025-03-31 | $9.5M | 39k | 245.30 |
| 2024-12-31 | $9.4M | 39k | 239.71 |
| 2024-09-30 | $8.2M | 39k | 210.86 |
| 2024-06-30 | $7.9M | 39k | 202.26 |
| 2024-03-31 | $7.8M | 39k | 200.30 |
| 2023-12-31 | $6.6M | 39k | 170.10 |
| 2023-09-30 | $5.7M | 39k | 145.02 |
| 2023-06-30 | $5.8M | 40k | 145.44 |
| 2023-03-31 | $5.2M | 40k | 130.31 |
| 2022-12-31 | $3.5M | 26k | 134.10 |
| 2022-09-30 | $2.7M | 26k | 104.51 |
| 2022-06-30 | $494k | 4.4k | 112.55 |
| 2022-03-31 | $680k | 5.0k | 136.30 |
| 2021-12-31 | $754k | 4.8k | 158.27 |
| 2021-09-30 | $783k | 4.8k | 163.64 |
| 2021-06-30 | $764k | 4.9k | 155.60 |
| 2021-03-31 | $711k | 4.7k | 152.25 |
| 2020-12-31 | $608k | 4.8k | 127.46 |
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