JPMorgan Chase & Co. shares owned by Plum Street Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Plum Street Advisors
from 13F filings
Historical chart of Plum Street Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Plum Street Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $769k | 2.4k | 315.43 |
| 2025-06-30 | $731k | 2.5k | 289.91 |
| 2025-03-31 | $597k | 2.4k | 245.30 |
| 2024-12-31 | $583k | 2.4k | 239.71 |
| 2024-09-30 | $474k | 2.2k | 210.86 |
| 2024-03-31 | $474k | 2.2k | 210.86 |