JPMorgan Chase & Co. shares owned by Outlook Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Outlook Wealth Advisors
from 13F filings
Historical chart of Outlook Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Outlook Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 3.3k | 315.41 |
| 2025-06-30 | $966k | 3.3k | 289.86 |
| 2025-03-31 | $805k | 3.3k | 245.36 |
| 2024-12-31 | $812k | 3.4k | 239.74 |
| 2024-09-30 | $686k | 3.3k | 210.85 |
| 2024-06-30 | $649k | 3.2k | 202.28 |
| 2024-03-31 | $236k | 1.2k | 200.25 |
| 2022-03-31 | $222k | 1.6k | 136.28 |
| 2021-12-31 | $981k | 6.2k | 158.33 |
| 2021-09-30 | $1.0M | 6.1k | 163.62 |
| 2021-06-30 | $864k | 5.6k | 155.51 |
| 2021-03-31 | $725k | 4.8k | 152.12 |
| 2020-12-31 | $605k | 4.8k | 126.99 |
| 2020-09-30 | $451k | 4.7k | 96.22 |
| 2020-06-30 | $407k | 4.3k | 94.06 |
| 2020-03-31 | $369k | 4.1k | 89.93 |
| 2019-12-31 | $448k | 3.2k | 139.43 |
| 2019-09-30 | $381k | 3.2k | 117.74 |
| 2019-06-30 | $361k | 3.2k | 111.76 |
| 2019-03-31 | $315k | 3.1k | 101.38 |
| 2018-12-31 | $581k | 595 | 976.47 |