JPMorgan Chase & Co. shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
from 13F filings
Historical chart of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 8.6k | 311.98 |
| 2025-06-30 | $4.0M | 14k | 289.00 |
| 2025-03-31 | $4.3M | 18k | 245.29 |
| 2024-12-31 | $2.5M | 11k | 239.70 |
More positions owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
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