JPMorgan Chase & Co. shares owned by Prevail Innovative Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Prevail Innovative Wealth Advisors
from 13F filings
Historical chart of Prevail Innovative Wealth Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Prevail Innovative Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Prevail Innovative Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 19k | 315.43 |
| 2025-06-30 | $421k | 1.5k | 289.91 |
| 2025-03-31 | $311k | 1.3k | 245.30 |
| 2024-12-31 | $252k | 1.1k | 239.71 |
| 2024-09-30 | $243k | 1.2k | 210.86 |
| 2023-09-30 | $2.3M | 16k | 145.02 |
More positions owned by Prevail Innovative Wealth Advisors
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