JPMorgan Chase & Co. shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $66M | 209k | 315.43 |
| 2025-06-30 | $59M | 204k | 289.91 |
| 2025-03-31 | $49M | 200k | 245.30 |
| 2024-12-31 | $44M | 182k | 239.71 |
| 2024-09-30 | $35M | 166k | 210.85 |
| 2024-06-30 | $32M | 156k | 202.26 |
| 2024-03-31 | $24M | 118k | 200.30 |
| 2023-12-31 | $17M | 102k | 170.10 |
| 2023-09-30 | $15M | 102k | 145.02 |
| 2023-06-30 | $15M | 102k | 144.64 |
| 2023-03-31 | $14M | 109k | 130.31 |
| 2022-12-31 | $15M | 108k | 134.10 |
| 2022-09-30 | $12M | 112k | 104.50 |
| 2022-06-30 | $13M | 117k | 112.61 |
| 2022-03-31 | $16M | 119k | 136.32 |
| 2021-12-31 | $14M | 90k | 158.35 |
More positions owned by Perfromance Wealth Partners
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