JPMorgan Chase & Co. shares owned by Portside Wealth Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Portside Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.7M | 18k | 322.23 |
| 2025-09-30 | $5.3M | 17k | 315.43 |
| 2025-06-30 | $5.0M | 17k | 289.91 |
| 2025-03-31 | $4.1M | 17k | 245.30 |
| 2024-12-31 | $4.1M | 17k | 239.71 |
| 2024-09-30 | $3.3M | 16k | 210.84 |
| 2024-06-30 | $3.5M | 17k | 202.26 |
| 2024-03-31 | $3.9M | 20k | 200.30 |
| 2023-12-31 | $3.4M | 20k | 170.10 |
| 2023-09-30 | $3.0M | 21k | 145.05 |
| 2023-06-30 | $3.2M | 22k | 145.44 |