JPMorgan Chase & Co. shares owned by Omnia Family Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Omnia Family Wealth
from 13F filings
Historical chart of Omnia Family Wealth investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Omnia Family Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Omnia Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 7.3k | 315.43 |
| 2025-06-30 | $2.1M | 7.3k | 289.91 |
| 2025-03-31 | $1.6M | 6.6k | 245.30 |
| 2024-12-31 | $1.2M | 5.8k | 210.86 |
| 2024-09-30 | $1.2M | 5.8k | 210.86 |
| 2024-03-31 | $1.1M | 5.3k | 200.30 |
| 2023-12-31 | $829k | 4.9k | 170.10 |
| 2023-09-30 | $703k | 4.8k | 145.02 |
| 2023-06-30 | $737k | 5.1k | 145.44 |
| 2023-03-31 | $652k | 5.0k | 130.31 |
| 2022-12-31 | $663k | 4.9k | 134.10 |
| 2022-09-30 | $529k | 5.1k | 104.50 |
| 2022-06-30 | $571k | 5.1k | 112.58 |
| 2022-03-31 | $718k | 5.3k | 136.29 |
| 2021-12-31 | $849k | 5.4k | 158.31 |
| 2021-09-30 | $878k | 5.4k | 163.71 |
| 2021-06-30 | $840k | 5.4k | 155.61 |
| 2021-03-31 | $816k | 5.4k | 152.15 |
| 2020-12-31 | $674k | 5.3k | 127.07 |
| 2020-09-30 | $467k | 4.9k | 96.25 |
| 2020-06-30 | $486k | 5.2k | 94.06 |
| 2020-03-31 | $627k | 7.0k | 90.09 |
| 2019-12-31 | $885k | 6.3k | 139.44 |
| 2019-09-30 | $584k | 5.0k | 117.65 |
| 2019-06-30 | $555k | 5.0k | 111.80 |
| 2019-03-31 | $504k | 5.0k | 101.25 |
| 2018-12-31 | $485k | 5.0k | 97.70 |
| 2018-09-30 | $560k | 5.0k | 112.81 |
| 2018-06-30 | $554k | 5.3k | 104.23 |
| 2018-03-31 | $584k | 5.3k | 109.88 |
| 2017-12-31 | $633k | 5.9k | 107.00 |
| 2017-09-30 | $518k | 5.4k | 95.55 |
| 2017-06-30 | $523k | 5.7k | 91.34 |
| 2017-03-31 | $467k | 5.4k | 86.26 |
| 2016-12-31 | $467k | 5.4k | 86.26 |