JPMorgan Chase & Co. shares owned by Peak Retirement Planning
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Peak Retirement Planning
from 13F filings
Historical chart of Peak Retirement Planning investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Peak Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 7.5k | 315.41 |
| 2025-06-30 | $1.6M | 5.4k | 289.89 |
| 2025-03-31 | $956k | 3.9k | 245.30 |
| 2024-12-31 | $1.9M | 13k | 138.66 |