JPMorgan Chase & Co. shares owned by Smallwood Wealth Investment Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Smallwood Wealth Investment Management
from 13F filings
Historical chart of Smallwood Wealth Investment Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Smallwood Wealth Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $629k | 2.0k | 315.43 |
| 2025-06-30 | $577k | 2.0k | 289.91 |
| 2025-03-31 | $483k | 2.0k | 245.30 |
| 2024-12-31 | $472k | 2.0k | 239.71 |
| 2024-09-30 | $415k | 2.0k | 210.86 |
| 2024-06-30 | $398k | 2.0k | 202.26 |
| 2024-03-31 | $394k | 2.0k | 200.30 |
| 2023-12-31 | $301k | 1.8k | 170.10 |
| 2023-09-30 | $235k | 1.6k | 145.02 |
| 2022-12-31 | $415k | 3.1k | 134.10 |
| 2022-09-30 | $361k | 3.5k | 104.58 |
| 2022-06-30 | $320k | 2.8k | 112.48 |
More positions owned by Smallwood Wealth Investment Management
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