JPMorgan Chase & Co. shares owned by Sendero Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Sendero Wealth Management
from 13F filings
Historical chart of Sendero Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Sendero Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Sendero Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 5.6k | 315.43 |
| 2025-06-30 | $1.6M | 5.7k | 289.91 |
| 2025-03-31 | $1.4M | 5.6k | 245.30 |
| 2024-12-31 | $1.4M | 5.7k | 239.71 |
| 2024-09-30 | $1.2M | 5.7k | 210.86 |
| 2024-06-30 | $1.2M | 5.7k | 202.26 |
| 2024-03-31 | $1.3M | 6.3k | 200.30 |
| 2023-12-31 | $989k | 5.8k | 170.10 |
| 2023-09-30 | $834k | 5.7k | 145.02 |
| 2023-06-30 | $836k | 5.7k | 145.44 |
| 2022-06-30 | $329k | 2.9k | 112.63 |
| 2022-03-31 | $508k | 3.7k | 136.34 |
| 2021-12-31 | $714k | 89k | 8.03 |