JPMorgan Chase & Co. shares owned by Mosaic Family Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Mosaic Family Wealth Partners
from 13F filings
Historical chart of Mosaic Family Wealth Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Mosaic Family Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 7.1k | 315.70 |
| 2025-06-30 | $2.0M | 6.8k | 289.91 |
| 2025-03-31 | $1.8M | 7.3k | 245.32 |
| 2024-12-31 | $1.8M | 7.3k | 239.70 |
| 2024-09-30 | $1.5M | 7.0k | 210.86 |
| 2024-06-30 | $1.4M | 6.9k | 202.26 |
| 2024-03-31 | $1.4M | 6.8k | 200.30 |
| 2023-12-31 | $1.0M | 6.1k | 170.10 |
| 2023-09-30 | $811k | 5.6k | 145.02 |
| 2023-06-30 | $809k | 5.6k | 145.37 |
| 2023-03-31 | $727k | 5.6k | 130.31 |
| 2022-12-31 | $753k | 5.6k | 134.09 |
More positions owned by Mosaic Family Wealth Partners
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