JPMorgan Chase & Co. shares owned by Lutz Financial Services
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Lutz Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $443k | 1.4k | 322.22 |
| 2025-09-30 | $484k | 1.5k | 315.43 |
| 2025-06-30 | $447k | 1.5k | 289.91 |
| 2025-03-31 | $375k | 1.5k | 245.30 |
| 2024-12-31 | $377k | 1.6k | 239.71 |
| 2024-09-30 | $334k | 1.6k | 210.86 |
| 2024-06-30 | $315k | 1.6k | 202.26 |
| 2024-03-31 | $312k | 1.6k | 200.30 |
| 2023-12-31 | $269k | 1.6k | 170.10 |
| 2023-09-30 | $223k | 1.5k | 145.02 |
| 2023-06-30 | $218k | 1.5k | 145.44 |
| 2023-03-31 | $209k | 1.6k | 130.31 |
| 2022-12-31 | $202k | 1.5k | 134.10 |