JPMorgan Chase & Co. shares owned by Palumbo Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Palumbo Wealth Management
from 13F filings
Historical chart of Palumbo Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Palumbo Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 12k | 293.01 |
| 2025-06-30 | $3.5M | 12k | 289.92 |
| 2025-03-31 | $2.8M | 12k | 245.30 |
| 2024-12-31 | $2.7M | 11k | 239.71 |
| 2024-09-30 | $2.4M | 11k | 210.86 |
| 2024-06-30 | $2.0M | 10k | 202.25 |
| 2024-03-31 | $2.0M | 10k | 200.30 |
| 2023-12-31 | $1.7M | 10k | 170.09 |
| 2023-09-30 | $1.5M | 10k | 145.02 |
| 2023-06-30 | $1.9M | 13k | 145.44 |
| 2023-03-31 | $1.7M | 13k | 130.31 |
| 2022-12-31 | $1.7M | 13k | 134.10 |
| 2022-09-30 | $1.3M | 13k | 104.49 |
| 2022-06-30 | $1.4M | 12k | 112.60 |
| 2022-03-31 | $1.6M | 12k | 136.29 |
| 2021-12-31 | $1.8M | 12k | 158.37 |
| 2021-09-30 | $1.8M | 11k | 163.72 |
| 2021-06-30 | $2.2M | 14k | 155.56 |
| 2021-03-31 | $2.1M | 14k | 152.21 |
| 2020-12-31 | $1.2M | 9.3k | 127.06 |