JPMorgan Chase & Co. shares owned by Pine Harbor Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Pine Harbor Wealth Management
from 13F filings
Historical chart of Pine Harbor Wealth Management investment in JPMorgan Chase & Co.
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All positions including JPMorgan Chase & Co. held by Pine Harbor Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Pine Harbor Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $950k | 2.9k | 322.17 |
| 2025-09-30 | $904k | 2.9k | 315.46 |
| 2025-06-30 | $752k | 2.6k | 289.92 |
| 2025-03-31 | $621k | 2.5k | 245.39 |
| 2024-12-31 | $614k | 2.6k | 239.77 |
| 2024-09-30 | $538k | 2.6k | 210.87 |
| 2024-06-30 | $515k | 2.5k | 202.26 |
| 2024-03-31 | $469k | 2.3k | 200.32 |
| 2023-12-31 | $395k | 2.3k | 170.13 |
More positions owned by Pine Harbor Wealth Management
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