JPMorgan Chase & Co. shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 9.3k | 315.44 |
| 2025-06-30 | $2.9M | 9.8k | 289.91 |
| 2025-03-31 | $3.2M | 13k | 245.31 |
| 2024-12-31 | $4.4M | 18k | 239.71 |
| 2024-09-30 | $6.6M | 33k | 200.30 |
| 2024-06-30 | $5.1M | 25k | 202.26 |
| 2024-03-31 | $6.6M | 33k | 200.30 |
| 2023-12-31 | $5.9M | 35k | 170.10 |
| 2023-09-30 | $5.1M | 36k | 145.02 |
| 2023-06-30 | $6.1M | 42k | 145.44 |
| 2023-03-31 | $5.6M | 42k | 133.99 |
| 2022-12-31 | $5.5M | 41k | 134.10 |
| 2022-09-30 | $4.2M | 41k | 104.50 |
| 2022-06-30 | $4.6M | 41k | 112.61 |
| 2022-03-31 | $5.6M | 41k | 136.32 |
| 2021-12-31 | $6.4M | 41k | 158.34 |
| 2021-09-30 | $6.2M | 38k | 163.68 |
| 2021-06-30 | $460k | 3.0k | 155.56 |
| 2021-03-31 | $413k | 2.7k | 151.89 |
More positions owned by Monticello Wealth Management
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