JPMorgan Chase & Co. shares owned by Peak Planning Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Peak Planning Group
from 13F filings
Historical chart of Peak Planning Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Peak Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $5.7M | 19k | 294.15 |
| 2025-09-30 | $3.5M | 11k | 315.43 |
| 2024-12-31 | $4.5M | 19k | 239.70 |
| 2024-06-30 | $3.8M | 19k | 202.26 |
| 2024-03-31 | $3.4M | 17k | 200.30 |
| 2023-12-31 | $2.8M | 16k | 170.10 |
| 2023-09-30 | $2.4M | 17k | 145.03 |
| 2023-06-30 | $2.5M | 17k | 145.43 |
| 2023-03-31 | $2.2M | 17k | 130.31 |
| 2022-12-31 | $2.2M | 16k | 134.10 |
| 2022-09-30 | $1.6M | 16k | 104.50 |
| 2022-06-30 | $1.6M | 15k | 112.61 |
| 2021-12-31 | $1.8M | 11k | 158.35 |
| 2021-09-30 | $1.8M | 11k | 163.69 |
| 2020-12-31 | $1.1M | 8.9k | 127.07 |
| 2020-09-30 | $842k | 8.8k | 96.27 |