JPMorgan Chase & Co. shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.0M | 3.1k | 327.47 |
| 2026-03-31 | $851k | 2.9k | 294.25 |
| 2025-12-31 | $936k | 2.9k | 322.28 |
| 2025-09-30 | $950k | 3.0k | 315.53 |
| 2025-06-30 | $857k | 3.0k | 290.04 |
| 2025-03-31 | $797k | 3.3k | 245.37 |
| 2024-12-31 | $803k | 3.3k | 239.83 |
| 2024-09-30 | $623k | 3.0k | 211.00 |
| 2024-06-30 | $566k | 2.8k | 202.33 |
| 2024-03-31 | $560k | 2.8k | 200.37 |
| 2023-12-31 | $432k | 2.5k | 170.16 |
| 2023-09-30 | $360k | 2.5k | 145.10 |
| 2023-06-30 | $361k | 5.0k | 72.55 |
| 2023-03-31 | $374k | 2.9k | 130.35 |
| 2022-12-31 | $402k | 3.0k | 134.15 |
More positions owned by Pension & Wealth Management Advisors
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