JPMorgan Chase & Co. shares owned by Shakespeare Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Shakespeare Wealth Management
from 13F filings
Historical chart of Shakespeare Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Shakespeare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 5.8k | 315.40 |
| 2025-06-30 | $1.7M | 5.8k | 289.89 |
| 2025-03-31 | $1.4M | 5.8k | 245.30 |
| 2024-12-31 | $1.5M | 6.2k | 239.70 |
| 2024-09-30 | $1.3M | 6.1k | 210.84 |
| 2024-03-31 | $1.2M | 6.2k | 200.31 |
| 2023-09-30 | $901k | 6.2k | 145.03 |
| 2023-06-30 | $903k | 6.2k | 145.45 |
| 2023-03-31 | $794k | 6.1k | 130.31 |
| 2022-12-31 | $817k | 6.1k | 134.10 |
| 2022-09-30 | $804k | 7.7k | 104.47 |
More positions owned by Shakespeare Wealth Management
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