JPMorgan Chase & Co. shares owned by McNaughton Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by McNaughton Wealth Management
from 13F filings
Historical chart of McNaughton Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by McNaughton Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 6.2k | 315.43 |
| 2025-06-30 | $1.8M | 6.3k | 289.91 |
| 2025-03-31 | $1.5M | 6.1k | 245.30 |
| 2024-12-31 | $1.4M | 6.0k | 239.71 |
| 2024-09-30 | $1.3M | 6.0k | 210.86 |
| 2024-06-30 | $1.2M | 6.0k | 202.26 |
| 2024-03-31 | $1.2M | 5.8k | 200.30 |
| 2023-12-31 | $1.0M | 6.0k | 170.10 |
| 2023-09-30 | $757k | 5.2k | 145.02 |
| 2023-06-30 | $779k | 5.4k | 145.44 |
| 2023-03-31 | $690k | 5.3k | 130.31 |
| 2022-12-31 | $730k | 5.4k | 134.10 |
| 2022-09-30 | $559k | 5.4k | 104.47 |
| 2022-06-30 | $550k | 4.9k | 112.68 |
| 2022-03-31 | $429k | 3.1k | 136.28 |
| 2021-12-31 | $444k | 2.7k | 167.17 |
| 2021-09-30 | $355k | 2.2k | 163.59 |
| 2021-06-30 | $300k | 1.9k | 155.68 |
| 2021-03-31 | $206k | 1.4k | 152.14 |
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