JPMorgan Chase & Co. shares owned by Precedent Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Precedent Wealth Partners
from 13F filings
Historical chart of Precedent Wealth Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Precedent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 13k | 315.43 |
| 2025-06-30 | $3.4M | 12k | 289.92 |
| 2025-03-31 | $2.7M | 11k | 245.30 |
| 2024-12-31 | $2.3M | 9.5k | 239.70 |
| 2024-09-30 | $1.9M | 9.2k | 210.86 |
| 2024-06-30 | $1.8M | 8.7k | 202.25 |
| 2024-03-31 | $1.7M | 8.4k | 200.31 |
| 2023-12-31 | $1.3M | 7.9k | 170.11 |