JPMorgan Chase & Co. shares owned by Sonoma Private Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Sonoma Private Wealth
from 13F filings
Historical chart of Sonoma Private Wealth investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Sonoma Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Sonoma Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $964k | 3.1k | 315.43 |
| 2025-06-30 | $788k | 2.7k | 289.91 |
| 2025-03-31 | $674k | 2.7k | 245.30 |
| 2024-12-31 | $417k | 1.7k | 239.71 |
| 2024-09-30 | $340k | 1.6k | 210.86 |
| 2024-06-30 | $312k | 1.5k | 202.26 |
| 2024-03-31 | $268k | 1.3k | 200.30 |
| 2023-12-31 | $272k | 1.6k | 170.10 |
| 2023-09-30 | $244k | 1.7k | 145.02 |
| 2023-06-30 | $244k | 1.7k | 145.44 |
| 2022-12-31 | $201k | 1.5k | 134.10 |