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JPMorgan Chase & Co. shares owned by Mindset Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Mindset Wealth Management from 13F filings

Historical chart of Mindset Wealth Management investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Mindset Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Mindset Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $943k 3.0k 315.42
2025-06-30 $806k 2.8k 289.94
2025-03-31 $720k 2.9k 245.30