JPMorgan Chase & Co. shares owned by Old North State Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Old North State Wealth Management
from 13F filings
Historical chart of Old North State Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Old North State Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.1M | 3.4k | 323.16 |
| 2025-09-30 | $1.1M | 3.6k | 316.22 |
| 2025-06-30 | $962k | 3.3k | 290.61 |
| 2025-03-31 | $741k | 3.0k | 245.95 |
| 2024-12-31 | $754k | 3.1k | 240.28 |
| 2024-09-30 | $566k | 2.7k | 211.28 |
| 2024-06-30 | $462k | 2.3k | 202.57 |
| 2024-03-31 | $410k | 2.0k | 200.58 |
| 2023-12-31 | $313k | 1.8k | 170.39 |
| 2023-09-30 | $226k | 1.6k | 145.18 |
| 2023-06-30 | $215k | 1.5k | 145.61 |
| 2022-12-31 | $207k | 1.5k | 134.37 |
| 2021-12-31 | $207k | 1.3k | 158.48 |
More positions owned by Old North State Wealth Management
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