JPMorgan Chase & Co. shares owned by One Charles Private Wealth Services
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by One Charles Private Wealth Services
from 13F filings
Historical chart of One Charles Private Wealth Services investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by One Charles Private Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by One Charles Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 14k | 315.42 |
| 2025-06-30 | $4.0M | 14k | 289.91 |
| 2025-03-31 | $3.0M | 12k | 245.30 |
| 2024-12-31 | $2.9M | 12k | 239.71 |
| 2024-09-30 | $2.6M | 12k | 210.86 |
| 2024-03-31 | $2.4M | 12k | 200.30 |
| 2023-12-31 | $2.0M | 12k | 170.10 |
| 2023-09-30 | $1.7M | 12k | 145.02 |
| 2023-06-30 | $1.6M | 11k | 145.44 |
| 2023-03-31 | $1.5M | 11k | 130.30 |
| 2022-12-31 | $1.5M | 11k | 134.10 |
| 2022-09-30 | $1.2M | 11k | 104.52 |
| 2022-06-30 | $1.2M | 11k | 111.91 |
| 2022-03-31 | $1.5M | 11k | 136.28 |
| 2021-12-31 | $1.7M | 11k | 158.32 |
| 2021-09-30 | $2.0M | 12k | 163.67 |
| 2021-06-30 | $1.9M | 12k | 155.51 |
| 2021-03-31 | $712k | 4.7k | 152.27 |
| 2020-12-31 | $523k | 4.1k | 128.21 |
| 2020-06-30 | $1.5M | 15k | 99.04 |
| 2020-03-31 | $1.3M | 15k | 90.02 |
| 2019-12-31 | $1.7M | 13k | 139.39 |
More positions owned by One Charles Private Wealth Services
View all positions for One Charles Private Wealth Services