JPMorgan Chase & Co. shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.7M | 21k | 315.43 |
| 2025-06-30 | $6.0M | 21k | 289.91 |
| 2024-12-31 | $3.9M | 16k | 239.71 |
| 2024-09-30 | $2.8M | 14k | 210.87 |
| 2024-06-30 | $2.2M | 11k | 202.27 |
| 2024-03-31 | $1.2M | 6.1k | 200.29 |
| 2023-12-31 | $746k | 4.4k | 170.09 |
| 2023-09-30 | $662k | 4.6k | 145.01 |
| 2023-06-30 | $621k | 4.3k | 145.43 |
| 2023-03-31 | $556k | 4.3k | 130.30 |
| 2022-12-31 | $590k | 4.4k | 134.09 |
| 2022-09-30 | $462k | 4.4k | 104.55 |
| 2022-06-30 | $500k | 4.4k | 112.59 |
| 2022-03-31 | $693k | 5.1k | 136.28 |
| 2021-12-31 | $805k | 5.1k | 158.37 |
| 2021-09-30 | $808k | 4.9k | 163.60 |
| 2021-06-30 | $774k | 5.0k | 155.58 |
| 2021-03-31 | $748k | 4.9k | 152.19 |
| 2020-12-31 | $611k | 4.8k | 127.05 |