JPMorgan Chase & Co. shares owned by SFG Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by SFG Wealth Management
from 13F filings
Historical chart of SFG Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by SFG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $729k | 2.3k | 315.36 |
| 2025-06-30 | $666k | 2.3k | 289.91 |
| 2025-03-31 | $531k | 2.2k | 245.33 |
| 2024-12-31 | $641k | 2.7k | 239.73 |
| 2024-09-30 | $587k | 2.8k | 210.84 |
| 2024-06-30 | $527k | 2.6k | 202.25 |
| 2024-03-31 | $521k | 2.6k | 200.29 |
| 2023-12-31 | $435k | 2.6k | 170.09 |
| 2023-09-30 | $370k | 2.6k | 145.04 |
| 2023-06-30 | $371k | 2.6k | 145.45 |
| 2023-03-31 | $234k | 1.8k | 130.30 |
| 2022-12-31 | $220k | 1.6k | 134.13 |
| 2022-03-31 | $231k | 1.7k | 136.04 |
| 2021-12-31 | $242k | 1.5k | 158.58 |