JPMorgan Chase & Co. shares owned by Strategic Family Wealth Counselors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Strategic Family Wealth Counselors
from 13F filings
Historical chart of Strategic Family Wealth Counselors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Strategic Family Wealth Counselors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 5.7k | 315.43 |
| 2025-06-30 | $1.6M | 5.7k | 289.91 |
| 2025-03-31 | $1.4M | 5.6k | 245.30 |
| 2024-12-31 | $1.3M | 5.4k | 239.71 |
| 2024-09-30 | $1.0M | 4.8k | 210.86 |
| 2024-06-30 | $729k | 3.6k | 202.26 |
| 2024-03-31 | $712k | 3.6k | 200.30 |
| 2023-12-31 | $603k | 3.5k | 170.10 |
| 2023-09-30 | $513k | 3.5k | 145.02 |
| 2023-06-30 | $516k | 3.6k | 145.44 |
| 2023-03-31 | $381k | 2.9k | 130.31 |
| 2022-12-31 | $391k | 2.9k | 134.10 |
| 2022-09-30 | $293k | 2.8k | 104.46 |
| 2022-06-30 | $302k | 2.7k | 112.48 |
| 2022-03-31 | $354k | 2.6k | 136.15 |
| 2021-12-31 | $412k | 2.6k | 158.46 |
| 2021-09-30 | $426k | 2.6k | 163.85 |
| 2021-06-30 | $249k | 1.6k | 155.63 |
| 2021-03-31 | $244k | 1.6k | 152.50 |
| 2020-06-30 | $200k | 2.1k | 94.07 |
| 2019-12-31 | $315k | 2.3k | 139.38 |
| 2019-09-30 | $265k | 2.3k | 117.52 |
| 2019-06-30 | $251k | 2.3k | 111.56 |
| 2019-03-31 | $227k | 2.2k | 101.16 |
| 2018-12-31 | $219k | 2.2k | 97.86 |
More positions owned by Strategic Family Wealth Counselors
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