JPMorgan Chase & Co. shares owned by Simplicity Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 35k | 315.43 |
| 2025-06-30 | $15M | 53k | 289.91 |
| 2025-03-31 | $7.3M | 30k | 245.31 |
| 2024-12-31 | $4.0M | 17k | 239.72 |
| 2024-09-30 | $6.5M | 31k | 210.86 |
| 2024-06-30 | $23M | 115k | 202.26 |
| 2024-03-31 | $21M | 106k | 200.30 |
| 2023-12-31 | $370k | 2.2k | 170.10 |