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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.

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All positions including JPMorgan Chase & Co. held by Prevail Innovative Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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