JPMorgan Chase & Co. shares owned by Ruedi Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Ruedi Wealth Management
from 13F filings
Historical chart of Ruedi Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Ruedi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $480k | 1.5k | 315.45 |
| 2025-06-30 | $409k | 1.4k | 289.89 |
| 2025-03-31 | $507k | 2.1k | 245.26 |
| 2024-12-31 | $496k | 2.1k | 239.76 |
| 2024-09-30 | $428k | 2.0k | 210.91 |
| 2024-06-30 | $421k | 2.1k | 202.30 |
| 2024-03-31 | $395k | 2.0k | 200.32 |
| 2023-12-31 | $318k | 1.9k | 170.09 |
| 2023-09-30 | $265k | 1.8k | 144.98 |
| 2023-06-30 | $322k | 2.2k | 145.45 |
| 2023-03-31 | $288k | 2.2k | 130.30 |
| 2022-12-31 | $305k | 2.3k | 134.07 |