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JPMorgan Chase & Co. shares owned by Rockport Wealth

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

Historical chart of Rockport Wealth investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Rockport Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Rockport Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.5M 23k 322.22
2025-09-30 $7.3M 23k 315.43
2025-06-30 $6.7M 23k 289.91
2024-12-31 $379k 1.6k 231.44
2024-09-30 $330k 1.6k 210.86
2024-06-30 $317k 1.6k 202.26
2024-03-31 $313k 1.6k 199.94