JPMorgan Chase & Co. shares owned by Modern Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $51M | 158k | 322.39 |
| 2025-09-30 | $49M | 156k | 315.48 |
| 2025-06-30 | $45M | 156k | 289.93 |
| 2025-03-31 | $38M | 157k | 245.16 |
| 2024-12-31 | $37M | 155k | 239.68 |
| 2024-09-30 | $5.7M | 27k | 210.84 |
| 2024-06-30 | $5.2M | 26k | 202.30 |
| 2024-03-31 | $4.8M | 24k | 200.30 |
| 2023-12-31 | $232k | 1.4k | 170.10 |