JPMorgan Chase & Co. shares owned by Modera Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $70M | 222k | 315.43 |
| 2025-06-30 | $66M | 227k | 289.91 |
| 2025-03-31 | $56M | 229k | 245.30 |
| 2024-12-31 | $56M | 234k | 239.71 |
| 2024-09-30 | $50M | 236k | 210.86 |
| 2024-06-30 | $49M | 242k | 202.26 |
| 2024-03-31 | $50M | 249k | 200.30 |
| 2023-12-31 | $44M | 256k | 170.10 |
| 2023-09-30 | $38M | 261k | 145.02 |
| 2023-06-30 | $39M | 270k | 145.44 |
| 2023-03-31 | $2.9M | 22k | 130.31 |
| 2022-12-31 | $2.9M | 22k | 134.10 |
| 2022-09-30 | $2.1M | 20k | 104.48 |
| 2022-06-30 | $2.4M | 21k | 112.63 |
| 2022-03-31 | $2.7M | 20k | 136.33 |
| 2021-12-31 | $6.3M | 40k | 158.35 |
| 2021-09-30 | $1.9M | 12k | 163.69 |
| 2021-06-30 | $1.7M | 11k | 155.51 |
| 2021-03-31 | $1.5M | 10k | 152.18 |
| 2020-12-31 | $1.3M | 10k | 127.11 |
| 2020-09-30 | $725k | 7.5k | 96.20 |
| 2020-06-30 | $708k | 7.5k | 94.09 |
| 2020-03-31 | $693k | 7.7k | 90.00 |
| 2019-12-31 | $834k | 6.0k | 139.44 |
| 2019-09-30 | $574k | 4.9k | 117.62 |
| 2019-06-30 | $534k | 4.8k | 111.74 |
| 2019-03-31 | $471k | 4.7k | 101.14 |
| 2018-12-31 | $510k | 5.2k | 97.57 |
| 2018-09-30 | $472k | 4.2k | 112.76 |
| 2018-06-30 | $399k | 3.8k | 104.12 |
| 2018-03-31 | $413k | 3.8k | 109.93 |
| 2017-12-31 | $472k | 4.4k | 106.88 |
| 2017-09-30 | $343k | 3.6k | 95.62 |
| 2017-06-30 | $322k | 3.5k | 91.27 |
| 2017-03-31 | $332k | 3.8k | 87.76 |
| 2016-12-31 | $326k | 3.8k | 86.20 |
| 2016-09-30 | $221k | 3.3k | 66.55 |
| 2016-06-30 | $245k | 3.9k | 62.07 |