JPMorgan Chase & Co. shares owned by Naviter Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Naviter Wealth
from 13F filings
Historical chart of Naviter Wealth investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Naviter Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.9M | 32k | 315.43 |
| 2025-06-30 | $8.7M | 30k | 289.91 |
| 2025-03-31 | $7.1M | 29k | 242.85 |
| 2024-12-31 | $6.9M | 29k | 239.71 |
| 2024-09-30 | $4.2M | 20k | 210.86 |
| 2024-06-30 | $4.3M | 21k | 202.26 |
| 2024-03-31 | $4.2M | 21k | 200.30 |
| 2023-12-31 | $3.5M | 21k | 170.10 |
| 2023-09-30 | $2.4M | 17k | 145.02 |
| 2023-06-30 | $2.3M | 16k | 145.44 |
| 2023-03-31 | $1.8M | 14k | 130.31 |
| 2022-12-31 | $2.2M | 16k | 139.37 |
| 2022-09-30 | $1.3M | 13k | 104.50 |
| 2022-06-30 | $1.2M | 11k | 112.60 |