JPMorgan Chase & Co. shares owned by Motive Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Motive Wealth Advisors
from 13F filings
Historical chart of Motive Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Motive Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.1M | 3.3k | 322.22 |
| 2025-09-30 | $1.1M | 3.4k | 315.43 |
| 2025-06-30 | $1.0M | 3.5k | 289.91 |
| 2025-03-31 | $781k | 3.2k | 245.30 |
| 2024-12-31 | $799k | 3.3k | 239.71 |
| 2024-09-30 | $621k | 3.1k | 202.26 |
| 2024-06-30 | $621k | 3.1k | 202.26 |
| 2024-03-31 | $617k | 3.1k | 200.30 |
| 2023-09-30 | $361k | 2.5k | 145.02 |
| 2023-06-30 | $383k | 2.6k | 145.44 |
| 2023-03-31 | $341k | 2.6k | 130.31 |
| 2022-12-31 | $376k | 2.8k | 134.10 |
| 2022-09-30 | $342k | 3.3k | 104.65 |
| 2022-06-30 | $241k | 2.1k | 112.67 |
| 2022-03-31 | $292k | 2.1k | 136.38 |
| 2021-12-31 | $297k | 1.9k | 158.40 |
| 2021-09-30 | $291k | 1.8k | 163.48 |
| 2021-06-30 | $235k | 1.5k | 155.32 |