JPMorgan Chase & Co. shares owned by Schrum Private Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Schrum Private Wealth Management
from 13F filings
Historical chart of Schrum Private Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Schrum Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Schrum Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 11k | 315.42 |
| 2025-06-30 | $3.3M | 11k | 289.89 |
| 2025-03-31 | $2.8M | 11k | 245.27 |
| 2024-12-31 | $2.7M | 11k | 239.70 |
| 2024-09-30 | $2.3M | 11k | 210.86 |
| 2024-06-30 | $2.3M | 12k | 202.25 |
| 2024-03-31 | $2.3M | 12k | 200.29 |
| 2023-12-31 | $851k | 5.0k | 170.08 |
| 2023-09-30 | $1.7M | 11k | 145.00 |
| 2023-06-30 | $1.7M | 11k | 145.43 |
| 2023-03-31 | $1.5M | 11k | 130.29 |
| 2022-12-31 | $1.5M | 12k | 134.08 |
| 2022-09-30 | $1.3M | 12k | 104.52 |
| 2022-06-30 | $1.4M | 12k | 112.63 |
| 2022-03-31 | $1.7M | 13k | 130.34 |
| 2021-12-31 | $2.0M | 13k | 158.29 |
More positions owned by Schrum Private Wealth Management
View all positions for Schrum Private Wealth Management