JPMorgan Chase & Co. shares owned by Palo Alto Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Palo Alto Wealth Advisors
from 13F filings
Historical chart of Palo Alto Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Palo Alto Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 4.3k | 315.58 |
| 2025-06-30 | $1.2M | 4.1k | 289.91 |
| 2025-03-31 | $1.1M | 4.0k | 263.01 |
| 2024-12-31 | $851k | 3.5k | 239.73 |
| 2024-09-30 | $407k | 1.8k | 224.19 |
| 2024-06-30 | $404k | 2.0k | 202.24 |
| 2024-03-31 | $397k | 2.0k | 200.30 |
| 2023-12-31 | $337k | 2.0k | 170.10 |
| 2023-09-30 | $285k | 2.0k | 145.02 |
| 2023-06-30 | $286k | 2.0k | 145.44 |
| 2023-03-31 | $269k | 2.1k | 130.31 |
| 2022-12-31 | $296k | 2.2k | 134.10 |