JPMorgan Chase & Co. shares owned by Maltin Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Maltin Wealth Management
from 13F filings
Historical chart of Maltin Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Maltin Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Maltin Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 3.5k | 315.41 |
| 2025-06-30 | $1.0M | 3.5k | 289.87 |
| 2025-03-31 | $974k | 4.0k | 245.32 |
| 2024-12-31 | $907k | 3.8k | 239.70 |
| 2024-09-30 | $795k | 3.8k | 210.84 |
| 2024-06-30 | $759k | 3.8k | 202.27 |
| 2024-03-31 | $751k | 3.7k | 200.30 |
| 2023-12-31 | $629k | 3.7k | 170.09 |
| 2023-09-30 | $598k | 4.1k | 145.00 |
| 2023-06-30 | $681k | 4.7k | 145.44 |
| 2023-03-31 | $631k | 4.8k | 130.30 |
| 2022-12-31 | $646k | 4.8k | 134.10 |
| 2022-09-30 | $551k | 5.3k | 104.51 |
| 2022-06-30 | $587k | 5.2k | 112.56 |
| 2022-03-31 | $698k | 5.1k | 136.30 |
| 2021-12-31 | $927k | 5.9k | 158.41 |
| 2021-09-30 | $962k | 5.9k | 163.61 |
| 2021-06-30 | $911k | 5.9k | 155.59 |
| 2021-03-31 | $1.3M | 8.3k | 152.20 |
| 2020-12-31 | $731k | 5.8k | 127.00 |
| 2020-09-30 | $747k | 7.8k | 96.31 |
| 2020-06-30 | $777k | 8.3k | 94.07 |
| 2020-03-31 | $690k | 7.7k | 90.05 |
| 2019-12-31 | $945k | 6.8k | 139.38 |