JPMorgan Chase & Co. shares owned by Strategic Planning Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Strategic Planning Group
from 13F filings
Historical chart of Strategic Planning Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Strategic Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 39k | 315.43 |
| 2025-06-30 | $9.0M | 31k | 289.92 |
| 2025-03-31 | $7.3M | 30k | 245.31 |
| 2024-12-31 | $7.3M | 30k | 239.72 |
| 2024-09-30 | $6.2M | 29k | 210.86 |
| 2024-06-30 | $5.7M | 28k | 202.26 |
| 2024-03-31 | $4.9M | 24k | 200.31 |
| 2023-12-31 | $3.6M | 21k | 170.11 |