JPMorgan Chase & Co. shares owned by Magnolia Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Magnolia Wealth Management
from 13F filings
Historical chart of Magnolia Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Magnolia Wealth Management 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 Magnolia Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $299k | 949 | 315.43 |
| 2025-06-30 | $275k | 949 | 289.91 |
| 2025-03-31 | $233k | 949 | 245.30 |
| 2024-12-31 | $228k | 949 | 239.71 |
| 2024-09-30 | $200k | 949 | 210.86 |
| 2024-03-31 | $379k | 1.9k | 199.62 |
| 2022-03-31 | $4.8M | 34k | 143.92 |
More positions owned by Magnolia Wealth Management
View all positions for Magnolia Wealth Management