JPMorgan Chase & Co. shares owned by One Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by One Wealth Advisors
from 13F filings
Historical chart of One Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by One Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 7.8k | 315.45 |
| 2025-06-30 | $2.3M | 8.0k | 289.92 |
| 2025-03-31 | $2.0M | 8.1k | 245.31 |
| 2024-12-31 | $2.0M | 8.2k | 239.71 |
| 2024-09-30 | $1.7M | 8.2k | 210.86 |
| 2024-06-30 | $1.7M | 8.2k | 205.80 |
| 2024-03-31 | $1.4M | 7.2k | 200.29 |
| 2023-09-30 | $809k | 5.6k | 145.03 |
| 2023-06-30 | $824k | 5.7k | 145.45 |
| 2023-03-31 | $758k | 5.8k | 130.31 |
| 2022-12-31 | $824k | 6.1k | 134.10 |
| 2022-09-30 | $795k | 7.6k | 104.52 |
| 2022-06-30 | $269k | 2.4k | 112.46 |
| 2022-03-31 | $331k | 2.4k | 136.21 |
| 2021-12-31 | $349k | 2.2k | 158.13 |
| 2021-09-30 | $364k | 2.2k | 163.74 |
| 2021-06-30 | $379k | 2.4k | 155.58 |
| 2021-03-31 | $324k | 2.1k | 152.47 |
| 2020-12-31 | $238k | 1.9k | 126.80 |
| 2019-12-31 | $273k | 2.0k | 139.36 |
| 2019-03-31 | $80k | 790 | 101.27 |
| 2018-09-30 | $736k | 6.5k | 112.90 |
| 2018-06-30 | $697k | 6.7k | 104.14 |
| 2017-12-31 | $680k | 6.4k | 106.88 |