JPMorgan Chase & Co. shares owned by ORBA Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by ORBA Wealth Advisors
from 13F filings
Historical chart of ORBA Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by ORBA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $332k | 1.1k | 315.43 |
| 2025-06-30 | $305k | 1.1k | 289.91 |
| 2025-03-31 | $1.8M | 7.5k | 245.30 |
| 2024-12-31 | $1.8M | 7.5k | 239.71 |
| 2024-09-30 | $1.6M | 7.6k | 210.86 |
| 2024-06-30 | $1.5M | 7.6k | 202.26 |
| 2024-03-31 | $1.5M | 7.4k | 200.30 |
| 2023-12-31 | $1.5M | 8.8k | 170.10 |