JPMorgan Chase & Co. shares owned by MBE Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by MBE Wealth Management
from 13F filings
Historical chart of MBE Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by MBE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 4.6k | 315.41 |
| 2025-06-30 | $1.1M | 3.6k | 289.92 |
| 2025-03-31 | $862k | 3.5k | 245.29 |
| 2024-12-31 | $626k | 2.6k | 239.72 |
| 2024-09-30 | $522k | 2.5k | 210.83 |
| 2024-06-30 | $539k | 2.7k | 202.26 |
| 2024-03-31 | $370k | 1.8k | 200.28 |
| 2023-12-31 | $284k | 1.7k | 170.06 |
| 2023-09-30 | $226k | 1.6k | 145.02 |
| 2023-06-30 | $226k | 1.6k | 145.41 |
| 2020-03-31 | $75k | 844 | 88.86 |