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JPMorgan Chase & Co. shares owned by Mosaic Financial Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Mosaic Financial Group from 13F filings

Historical chart of Mosaic Financial Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Mosaic Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Mosaic Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 9.3k 315.43
2025-06-30 $2.7M 9.3k 289.95
2025-03-31 $2.3M 9.3k 245.27
2024-12-31 $2.2M 9.2k 239.75
2024-09-30 $2.0M 9.7k 210.85
2024-06-30 $2.0M 9.7k 202.25
2024-03-31 $2.0M 9.8k 200.29