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JPMorgan Chase & Co. shares owned by Mowery & Schoenfeld Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Mowery & Schoenfeld Wealth Management from 13F filings

Historical chart of Mowery & Schoenfeld Wealth Management investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Mowery & Schoenfeld Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Mowery & Schoenfeld Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $472k 1.5k 315.37
2025-06-30 $466k 1.6k 289.95
2025-03-31 $533k 2.2k 245.26
2024-12-31 $384k 1.6k 239.71
2024-09-30 $102k 483 210.86
2024-06-30 $89k 440 202.26