JPMorgan Chase & Co. shares owned by SMART Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by SMART Wealth
from 13F filings
Historical chart of SMART Wealth investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by SMART Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $832k | 2.6k | 322.16 |
| 2025-09-30 | $877k | 2.8k | 315.48 |
| 2025-06-30 | $2.4M | 8.2k | 289.93 |
| 2025-03-31 | $2.0M | 8.2k | 245.29 |
| 2024-12-31 | $2.1M | 8.6k | 239.71 |
| 2024-09-30 | $830k | 3.9k | 210.86 |
| 2024-06-30 | $294k | 1.5k | 202.26 |
| 2024-03-31 | $239k | 1.2k | 200.30 |
| 2023-12-31 | $203k | 1.2k | 170.10 |