JPMorgan Chase & Co. shares owned by Redmont Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Redmont Wealth Advisors
from 13F filings
Historical chart of Redmont Wealth Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Redmont Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Redmont Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $93k | 294 | 315.94 |
| 2025-06-30 | $66k | 228 | 289.91 |
| 2025-03-31 | $17k | 69 | 245.30 |
| 2024-09-30 | $48k | 228 | 210.86 |
| 2024-06-30 | $46k | 228 | 202.26 |
| 2024-03-31 | $66k | 328 | 200.30 |
| 2023-12-31 | $200k | 1.2k | 170.10 |
| 2023-06-30 | $221k | 1.5k | 145.44 |
| 2022-12-31 | $291k | 2.2k | 134.10 |
| 2022-09-30 | $213k | 2.0k | 104.36 |
| 2022-06-30 | $336k | 3.0k | 112.71 |
| 2022-03-31 | $498k | 3.7k | 136.44 |
| 2021-12-31 | $480k | 3.0k | 158.42 |