JPMorgan Chase & Co. shares owned by Rsm Us Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Rsm Us Wealth Management
from 13F filings
Historical chart of Rsm Us Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Rsm Us Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $54M | 171k | 315.43 |
| 2025-06-30 | $50M | 173k | 289.91 |
| 2025-03-31 | $42M | 170k | 245.30 |
| 2024-12-31 | $42M | 175k | 239.47 |
| 2024-09-30 | $34M | 166k | 207.04 |
| 2024-06-30 | $30M | 145k | 205.20 |
| 2024-03-31 | $13M | 63k | 200.29 |
| 2023-12-31 | $12M | 68k | 170.10 |
| 2023-09-30 | $5.9M | 41k | 145.02 |
| 2023-06-30 | $5.7M | 39k | 145.44 |
| 2023-03-31 | $5.0M | 38k | 130.31 |
| 2022-12-31 | $2.2M | 17k | 134.10 |
| 2022-09-30 | $1.7M | 16k | 104.51 |
| 2022-06-30 | $1.9M | 17k | 112.62 |
| 2022-03-31 | $2.3M | 17k | 136.29 |
| 2021-12-31 | $2.5M | 16k | 158.36 |
| 2021-09-30 | $2.3M | 14k | 163.69 |
| 2021-06-30 | $2.2M | 14k | 155.52 |
| 2021-03-31 | $1.7M | 11k | 152.25 |
| 2020-12-31 | $1.3M | 11k | 127.09 |
| 2020-09-30 | $1.4M | 14k | 96.29 |
| 2020-06-30 | $1.4M | 15k | 94.05 |
| 2020-03-31 | $1.5M | 17k | 90.01 |
| 2019-12-31 | $2.5M | 18k | 139.40 |
| 2019-09-30 | $2.0M | 17k | 117.71 |
| 2019-06-30 | $2.2M | 20k | 111.82 |
| 2019-03-31 | $2.0M | 19k | 101.22 |
| 2018-12-31 | $1.7M | 17k | 97.65 |
| 2018-09-30 | $1.9M | 16k | 112.82 |
| 2018-06-30 | $2.4M | 23k | 104.22 |
| 2018-03-31 | $2.7M | 24k | 109.97 |
| 2017-12-31 | $4.2M | 39k | 106.94 |
| 2017-09-30 | $3.3M | 35k | 95.52 |
| 2017-06-30 | $2.6M | 29k | 91.41 |