JPMorgan Chase & Co. shares owned by LWM Advisory Services
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by LWM Advisory Services
from 13F filings
Historical chart of LWM Advisory Services investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by LWM Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 5.4k | 314.62 |
| 2025-06-30 | $1.5M | 5.3k | 289.93 |
| 2025-03-31 | $1.3M | 5.5k | 245.04 |
| 2024-12-31 | $1.3M | 5.5k | 239.77 |
| 2024-09-30 | $1.2M | 5.5k | 210.84 |
| 2024-06-30 | $897k | 4.4k | 202.24 |
| 2024-03-31 | $1.1M | 5.4k | 200.28 |
| 2023-12-31 | $930k | 5.5k | 170.09 |
| 2023-09-30 | $933k | 6.4k | 144.85 |
| 2023-06-30 | $928k | 6.4k | 145.29 |
| 2023-03-31 | $821k | 6.3k | 130.03 |
| 2022-12-31 | $837k | 6.2k | 134.26 |
| 2022-09-30 | $1.1M | 9.8k | 107.41 |
| 2022-06-30 | $1.0M | 9.1k | 112.61 |
| 2022-03-31 | $791k | 5.8k | 135.89 |
| 2021-12-31 | $978k | 6.2k | 158.43 |