JPMorgan Chase & Co. shares owned by Morton Brown Family Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Morton Brown Family Wealth
from 13F filings
Historical chart of Morton Brown Family Wealth investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Morton Brown Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $47k | 146 | 321.29 |
| 2025-09-30 | $43k | 136 | 315.59 |
| 2025-06-30 | $47k | 163 | 289.15 |
| 2025-03-31 | $40k | 162 | 245.24 |
| 2024-12-31 | $32k | 134 | 240.57 |
| 2024-09-30 | $24k | 116 | 210.67 |
| 2024-06-30 | $24k | 115 | 210.62 |
| 2024-03-31 | $23k | 115 | 199.84 |
| 2023-12-31 | $49k | 289 | 170.17 |
| 2023-09-30 | $1.7k | 12 | 145.00 |
| 2023-06-30 | $1.7k | 12 | 145.42 |
| 2022-09-30 | $3.0k | 32 | 93.75 |
| 2022-06-30 | $7.0k | 58 | 120.69 |
| 2022-03-31 | $20k | 150 | 133.33 |
More positions owned by Morton Brown Family Wealth
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