JPMorgan Chase & Co. shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $7.4M | 23k | 322.22 |
| 2025-09-30 | $7.7M | 25k | 315.43 |
| 2025-06-30 | $7.3M | 25k | 289.91 |
| 2025-03-31 | $6.1M | 25k | 245.30 |
| 2024-12-31 | $6.4M | 26k | 252.35 |
| 2024-09-30 | $8.0M | 38k | 210.75 |
| 2024-06-30 | $7.7M | 37k | 207.63 |
| 2024-03-31 | $6.8M | 37k | 182.89 |
| 2023-12-31 | $19M | 37k | 510.91 |
| 2023-09-30 | $5.5M | 37k | 147.85 |
| 2023-06-30 | $5.5M | 38k | 145.44 |
| 2023-03-31 | $4.9M | 38k | 128.42 |
| 2022-12-31 | $5.1M | 38k | 135.12 |
| 2022-09-30 | $3.9M | 37k | 108.14 |
| 2022-06-30 | $2.7M | 24k | 114.36 |
| 2022-03-31 | $3.1M | 23k | 135.31 |
| 2021-12-31 | $3.7M | 23k | 161.70 |
| 2021-09-30 | $3.8M | 24k | 163.70 |