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JPMorgan Chase & Co. shares owned by RW Investment Management

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

Historical chart of RW Investment Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by RW Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 11k 315.43
2025-06-30 $3.1M 11k 289.91
2025-03-31 $2.3M 9.3k 245.30
2024-12-31 $2.3M 9.4k 239.71
2024-09-30 $2.0M 9.4k 210.86
2024-06-30 $1.9M 9.5k 202.26
2024-03-31 $1.9M 9.6k 200.30
2023-12-31 $1.7M 10k 170.10
2023-09-30 $1.5M 10k 145.02
2023-06-30 $1.5M 11k 145.44
2023-03-31 $1.4M 11k 130.31
2022-12-31 $1.5M 11k 134.10