JPMorgan Chase & Co. shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $74M | 234k | 315.43 |
| 2025-06-30 | $67M | 232k | 289.91 |
| 2025-03-31 | $51M | 208k | 245.30 |
| 2024-12-31 | $48M | 200k | 239.71 |
| 2024-09-30 | $40M | 191k | 210.86 |
| 2024-06-30 | $14M | 69k | 202.26 |
| 2024-03-31 | $3.1M | 9.5k | 322.70 |
| 2023-12-31 | $3.3M | 19k | 170.10 |
| 2023-09-30 | $627k | 4.3k | 145.01 |
| 2023-06-30 | $598k | 4.1k | 145.44 |
| 2023-03-31 | $387k | 3.0k | 130.32 |
| 2022-12-31 | $411k | 3.1k | 134.11 |
| 2022-09-30 | $318k | 3.0k | 104.47 |
| 2022-06-30 | $354k | 3.1k | 113.75 |
| 2022-03-31 | $431k | 3.2k | 136.22 |
| 2021-12-31 | $499k | 3.2k | 155.99 |
| 2021-09-30 | $402k | 2.5k | 163.75 |
| 2021-06-30 | $404k | 2.6k | 155.38 |
| 2021-03-31 | $417k | 2.6k | 161.44 |
| 2020-12-31 | $388k | 2.7k | 141.40 |
| 2020-09-30 | $264k | 2.7k | 96.17 |
| 2018-12-31 | $546k | 5.3k | 102.59 |
More positions owned by Pensionmark Financial Group
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