JPMorgan Chase & Co. shares owned by PFG Private Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by PFG Private Wealth Management
from 13F filings
Historical chart of PFG Private Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by PFG Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $423k | 1.3k | 315.44 |
| 2025-03-31 | $31k | 125 | 245.30 |
| 2024-12-31 | $9.1k | 38 | 239.71 |
| 2024-09-30 | $8.0k | 38 | 210.87 |
| 2024-06-30 | $7.7k | 38 | 202.26 |
| 2024-03-31 | $14k | 68 | 200.29 |
| 2023-12-31 | $12k | 68 | 170.10 |
| 2023-09-30 | $38k | 262 | 145.02 |
| 2023-06-30 | $126k | 868 | 145.44 |
| 2023-03-31 | $160k | 1.2k | 130.31 |
| 2022-12-31 | $350k | 2.6k | 134.00 |
| 2022-09-30 | $271k | 2.6k | 104.55 |
| 2022-06-30 | $271k | 2.4k | 112.45 |
| 2022-03-31 | $130k | 954 | 136.27 |
| 2021-12-31 | $14k | 91 | 153.85 |
| 2021-09-30 | $59k | 358 | 164.80 |
More positions owned by PFG Private Wealth Management
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