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JPMorgan Chase & Co. shares owned by Robinson Smith Wealth Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Robinson Smith Wealth Advisors from 13F filings

Historical chart of Robinson Smith Wealth Advisors investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Robinson Smith 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 Robinson Smith Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $946k 3.0k 315.43
2025-06-30 $869k 3.0k 289.91
2025-03-31 $792k 3.2k 245.30
2024-12-31 $688k 2.9k 239.71
2024-09-30 $636k 3.0k 210.86
2024-06-30 $846k 4.2k 202.26
2024-03-31 $636k 3.2k 200.30
2023-12-31 $690k 4.1k 170.10