JPMorgan Chase & Co. shares owned by Prestige Wealth Management Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Prestige Wealth Management Group
from 13F filings
Historical chart of Prestige Wealth Management Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Prestige Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.6M | 15k | 315.44 |
| 2025-06-30 | $4.1M | 14k | 289.91 |
| 2025-03-31 | $3.6M | 15k | 245.30 |
| 2024-12-31 | $3.5M | 15k | 239.71 |
| 2024-09-30 | $3.0M | 14k | 210.86 |
| 2024-06-30 | $4.4M | 22k | 202.26 |
| 2024-03-31 | $3.0M | 15k | 200.30 |
| 2023-12-31 | $4.0M | 24k | 170.10 |
| 2023-09-30 | $3.2M | 22k | 145.02 |
| 2023-06-30 | $2.0M | 14k | 145.44 |
| 2023-03-31 | $1.9M | 15k | 130.31 |
| 2022-12-31 | $1.9M | 15k | 134.10 |
| 2022-09-30 | $1.4M | 13k | 104.80 |
| 2022-06-30 | $1.4M | 12k | 112.61 |
| 2022-03-31 | $1.5M | 11k | 135.88 |
| 2021-12-31 | $1.7M | 11k | 158.58 |
| 2021-09-30 | $1.7M | 11k | 163.72 |
| 2021-06-30 | $1.8M | 11k | 155.48 |
| 2021-03-31 | $1.4M | 9.5k | 151.94 |
| 2020-12-31 | $1000k | 7.9k | 126.63 |
| 2020-09-30 | $911k | 9.5k | 96.29 |
| 2020-06-30 | $851k | 9.0k | 94.14 |
| 2020-03-31 | $628k | 7.0k | 89.92 |
| 2019-12-31 | $1.2M | 8.5k | 139.37 |
| 2019-09-30 | $1.0M | 8.5k | 117.70 |
| 2019-06-30 | $950k | 8.5k | 111.86 |
| 2019-03-31 | $717k | 7.1k | 101.20 |
| 2018-12-31 | $1.1M | 11k | 97.65 |
More positions owned by Prestige Wealth Management Group
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