JPMorgan Chase & Co. shares owned by Peterson Wealth Services
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Peterson Wealth Services
from 13F filings
Historical chart of Peterson Wealth Services investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Peterson Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 6.6k | 2400.79 |
| 2025-06-30 | $15M | 51k | 289.91 |
| 2025-03-31 | $13M | 51k | 245.30 |
| 2024-12-31 | $12M | 50k | 239.71 |
| 2024-09-30 | $9.5M | 45k | 210.86 |
| 2024-06-30 | $8.8M | 44k | 202.26 |
| 2024-03-31 | $8.7M | 43k | 200.30 |
| 2023-12-31 | $7.6M | 45k | 170.11 |
| 2023-09-30 | $6.5M | 45k | 145.08 |
| 2023-06-30 | $6.4M | 44k | 145.39 |
| 2023-03-31 | $5.5M | 42k | 130.27 |
| 2022-12-31 | $1.9M | 14k | 134.10 |
| 2022-09-30 | $4.1M | 40k | 104.49 |
| 2022-06-30 | $4.1M | 36k | 112.60 |
| 2022-03-31 | $4.5M | 33k | 136.32 |
| 2021-12-31 | $4.1M | 26k | 158.36 |