JPMorgan Chase & Co. shares owned by RPg Family Wealth Advisory
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by RPg Family Wealth Advisory
from 13F filings
Historical chart of RPg Family Wealth Advisory investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by RPg Family Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.3M | 29k | 315.43 |
| 2025-06-30 | $5.5M | 19k | 289.91 |
| 2024-09-30 | $174k | 824 | 210.86 |
| 2022-03-31 | $97k | 709 | 136.32 |
| 2021-12-31 | $112k | 709 | 158.35 |
| 2021-09-30 | $172k | 1.1k | 163.69 |
| 2021-06-30 | $163k | 1.1k | 155.54 |
| 2020-12-31 | $133k | 1.1k | 127.07 |
| 2020-09-30 | $125k | 1.3k | 96.27 |
| 2020-06-30 | $122k | 1.3k | 94.06 |
| 2020-03-31 | $125k | 1.4k | 90.03 |
| 2019-12-31 | $211k | 1.5k | 139.40 |
| 2019-09-30 | $201k | 1.7k | 117.69 |
| 2019-06-30 | $225k | 2.0k | 111.80 |
| 2019-03-31 | $242k | 2.4k | 101.23 |
| 2018-12-31 | $255k | 2.6k | 97.62 |
| 2018-09-30 | $244k | 2.2k | 112.84 |
| 2018-06-30 | $201k | 1.9k | 104.20 |
| 2018-03-31 | $117k | 1.1k | 109.97 |
| 2017-12-31 | $26k | 240 | 106.94 |
| 2017-06-30 | $51k | 553 | 91.40 |
| 2017-03-31 | $43k | 490 | 87.84 |
| 2016-12-31 | $136k | 1.6k | 86.29 |
| 2016-09-30 | $89k | 1.3k | 66.59 |
| 2016-06-30 | $83k | 1.3k | 62.14 |
| 2016-03-31 | $94k | 1.6k | 59.22 |
| 2015-12-31 | $35k | 535 | 66.03 |
More positions owned by RPg Family Wealth Advisory
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