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
Download as csvQuarterly 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 |