JPMorgan Chase & Co. shares owned by Provenance Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Provenance Wealth Advisors
from 13F filings
Historical chart of Provenance Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Provenance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $613k | 1.9k | 315.43 |
| 2025-06-30 | $564k | 1.9k | 289.91 |
| 2025-03-31 | $869k | 3.5k | 245.30 |
| 2024-12-31 | $2.0M | 8.3k | 239.71 |
| 2024-09-30 | $416k | 2.0k | 210.86 |
| 2024-06-30 | $380k | 1.9k | 202.26 |
| 2024-03-31 | $380k | 1.9k | 200.30 |
| 2023-12-31 | $271k | 1.6k | 170.10 |
| 2023-09-30 | $211k | 1.5k | 145.02 |
More positions owned by Provenance Wealth Advisors
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