JPMorgan Chase & Co. shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 64k | 315.43 |
| 2025-06-30 | $18M | 64k | 289.91 |
| 2025-03-31 | $15M | 62k | 245.30 |
| 2024-12-31 | $15M | 63k | 239.71 |
| 2024-09-30 | $13M | 64k | 210.86 |
| 2024-06-30 | $11M | 56k | 202.26 |
| 2024-03-31 | $11M | 56k | 200.30 |
| 2023-12-31 | $11M | 63k | 170.10 |
| 2023-09-30 | $9.1M | 63k | 145.02 |
| 2023-06-30 | $8.5M | 59k | 145.44 |
| 2023-03-31 | $7.9M | 61k | 130.31 |
| 2022-12-31 | $6.2M | 46k | 134.10 |
| 2022-09-30 | $4.8M | 46k | 104.49 |
| 2022-06-30 | $5.5M | 49k | 112.60 |
| 2022-03-31 | $6.5M | 47k | 136.32 |
| 2021-12-31 | $7.2M | 46k | 158.36 |
| 2021-09-30 | $7.2M | 44k | 163.70 |
| 2021-06-30 | $6.9M | 44k | 155.54 |
| 2021-03-31 | $7.2M | 47k | 152.22 |
| 2020-12-31 | $5.6M | 44k | 127.06 |
| 2020-09-30 | $4.3M | 44k | 96.27 |
| 2020-06-30 | $4.5M | 48k | 94.05 |
| 2020-03-31 | $4.1M | 46k | 90.02 |
| 2019-12-31 | $6.1M | 44k | 139.41 |
| 2019-09-30 | $5.3M | 45k | 117.69 |
| 2019-06-30 | $5.2M | 47k | 111.79 |
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