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JPMorgan Chase & Co. shares owned by Northwest Financial Advisors

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

Historical chart of Northwest Financial Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Northwest Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $456k 1.4k 315.43
2025-06-30 $434k 1.5k 289.91
2025-03-31 $1.4M 5.6k 245.30
2024-12-31 $1.4M 5.7k 239.69
2024-09-30 $1.1M 5.3k 210.85
2024-06-30 $970k 4.8k 202.25
2024-03-31 $972k 4.9k 200.29
2023-12-31 $899k 5.3k 170.09