JPMorgan Chase & Co. shares owned by Peterson Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Peterson Wealth Advisors
from 13F filings
Historical chart of Peterson Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Peterson Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $635k | 2.1k | 307.62 |
| 2025-06-30 | $589k | 2.0k | 289.93 |
| 2025-03-31 | $435k | 2.0k | 214.45 |
| 2024-12-31 | $460k | 1.9k | 243.25 |
| 2024-09-30 | $380k | 1.8k | 210.82 |
| 2024-06-30 | $302k | 1.5k | 202.22 |
| 2024-03-31 | $288k | 1.4k | 200.32 |
| 2023-12-31 | $244k | 1.4k | 170.16 |
| 2023-09-30 | $206k | 1.4k | 145.05 |
| 2023-06-30 | $205k | 1.4k | 146.63 |
| 2021-12-31 | $216k | 1.4k | 158.47 |