JPMorgan Chase & Co. shares owned by MN Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by MN Wealth Advisors
from 13F filings
Historical chart of MN Wealth Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by MN Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by MN Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $616k | 2.0k | 315.55 |
| 2025-06-30 | $545k | 1.9k | 290.04 |
| 2025-03-31 | $3.9M | 16k | 245.30 |
| 2024-12-31 | $383k | 1.6k | 239.78 |
| 2024-09-30 | $10M | 47k | 210.86 |
| 2024-06-30 | $9.5M | 47k | 202.26 |
| 2024-03-31 | $9.3M | 47k | 200.30 |