JPMorgan Chase & Co. shares owned by MBL Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by MBL Wealth
from 13F filings
Historical chart of MBL Wealth investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by MBL Wealth 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 MBL Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 11k | 315.43 |
| 2025-06-30 | $2.9M | 9.9k | 289.91 |
| 2025-03-31 | $2.5M | 10k | 245.30 |
| 2024-12-31 | $2.4M | 10k | 239.71 |
| 2024-09-30 | $2.2M | 11k | 210.86 |
| 2024-06-30 | $2.1M | 11k | 202.26 |
| 2024-03-31 | $2.1M | 10k | 200.30 |
| 2023-12-31 | $1.9M | 11k | 170.10 |
| 2023-09-30 | $1.6M | 11k | 145.02 |
| 2023-06-30 | $1.6M | 11k | 145.44 |
| 2023-03-31 | $1.5M | 11k | 130.31 |
| 2022-12-31 | $1.5M | 11k | 134.20 |
| 2022-09-30 | $1.1M | 11k | 104.40 |
| 2022-06-30 | $1.1M | 10k | 112.63 |
| 2022-03-31 | $1.3M | 9.4k | 136.17 |
| 2021-03-31 | $1.1M | 7.1k | 152.29 |
| 2020-12-31 | $816k | 6.4k | 127.06 |