JPMorgan Chase & Co. shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Medallion Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.8M | 9.5k | 294.16 |
| 2025-12-31 | $2.9M | 9.1k | 322.21 |
| 2025-09-30 | $2.9M | 9.1k | 315.42 |
| 2025-06-30 | $2.8M | 9.5k | 290.42 |
| 2025-03-31 | $2.3M | 9.4k | 243.68 |
| 2024-12-31 | $2.0M | 8.5k | 239.71 |