JPMorgan Chase & Co. shares owned by Raffa Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Raffa Wealth Management
from 13F filings
Historical chart of Raffa Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Raffa Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $405k | 1.2k | 327.41 |
| 2026-03-31 | $353k | 1.2k | 294.24 |
| 2025-12-31 | $385k | 1.2k | 322.30 |
| 2025-09-30 | $370k | 1.2k | 315.51 |
| 2025-06-30 | $385k | 1.3k | 289.98 |
| 2025-03-31 | $255k | 1.0k | 245.37 |
| 2024-12-31 | $266k | 1.1k | 239.78 |
| 2024-09-30 | $247k | 1.2k | 210.92 |
| 2024-06-30 | $258k | 1.3k | 202.31 |
| 2024-03-31 | $234k | 1.2k | 200.35 |
| 2023-12-31 | $200k | 1.2k | 170.14 |
| 2023-09-30 | $171k | 1.2k | 145.06 |
| 2023-06-30 | $170k | 1.2k | 145.43 |
| 2023-03-31 | $282k | 2.2k | 130.31 |
| 2022-12-31 | $211k | 1.6k | 134.10 |
| 2022-09-30 | $230k | 2.2k | 104.50 |
| 2022-06-30 | $255k | 2.3k | 112.61 |
| 2022-03-31 | $348k | 2.5k | 136.32 |
| 2021-12-31 | $447k | 2.8k | 158.35 |
| 2021-09-30 | $489k | 3.0k | 163.69 |
| 2021-06-30 | $455k | 2.9k | 155.54 |
| 2021-03-31 | $786k | 5.2k | 152.26 |
| 2020-12-31 | $652k | 5.1k | 127.07 |
| 2020-09-30 | $494k | 5.1k | 96.27 |
| 2020-06-30 | $430k | 4.6k | 94.06 |
| 2020-03-31 | $410k | 4.5k | 90.11 |
| 2019-12-31 | $859k | 6.2k | 139.40 |
| 2019-09-30 | $725k | 6.2k | 117.69 |
| 2019-03-31 | $549k | 5.4k | 101.23 |
| 2018-12-31 | $355k | 3.6k | 97.62 |
| 2018-09-30 | $672k | 6.0k | 112.84 |
| 2018-06-30 | $435k | 4.2k | 104.20 |
| 2018-03-31 | $753k | 6.9k | 109.97 |
| 2017-12-31 | $705k | 6.6k | 106.94 |
| 2017-09-30 | $630k | 6.6k | 95.51 |
| 2017-06-30 | $625k | 6.8k | 91.40 |
| 2017-03-31 | $579k | 6.6k | 87.84 |
| 2016-12-31 | $662k | 7.7k | 86.29 |
| 2016-09-30 | $511k | 7.7k | 66.59 |
| 2016-06-30 | $477k | 7.7k | 62.14 |
| 2016-03-31 | $573k | 9.7k | 59.22 |
| 2015-12-31 | $618k | 9.4k | 66.03 |
| 2015-09-30 | $556k | 9.1k | 60.97 |