JPMorgan Chase & Co. shares owned by Strategic Wealth Designers
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Strategic Wealth Designers
from 13F filings
Historical chart of Strategic Wealth Designers investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Strategic Wealth Designers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32M | 101k | 315.43 |
| 2025-06-30 | $1.9M | 6.4k | 289.92 |
| 2025-03-31 | $1.5M | 6.0k | 245.30 |
| 2024-12-31 | $25M | 104k | 239.71 |
| 2024-09-30 | $21M | 102k | 207.04 |
| 2024-06-30 | $15M | 73k | 205.45 |
| 2023-12-31 | $13M | 77k | 170.10 |
| 2023-09-30 | $10M | 72k | 145.02 |
| 2023-06-30 | $11M | 77k | 145.44 |
| 2023-03-31 | $8.5M | 14k | 614.13 |
| 2022-12-31 | $8.0M | 59k | 136.57 |
| 2022-09-30 | $5.3M | 51k | 104.51 |
| 2022-06-30 | $5.1M | 46k | 112.62 |
| 2022-03-31 | $4.9M | 36k | 136.31 |
| 2021-12-31 | $4.8M | 30k | 158.37 |
| 2021-09-30 | $4.1M | 25k | 163.19 |
| 2021-06-30 | $3.0M | 20k | 155.56 |
| 2021-03-31 | $2.4M | 16k | 152.22 |
| 2020-12-31 | $1.2M | 9.5k | 127.10 |
| 2020-09-30 | $1.3M | 14k | 96.24 |
| 2020-06-30 | $1.2M | 13k | 94.05 |
| 2020-03-31 | $872k | 9.7k | 90.04 |
| 2019-12-31 | $1.5M | 11k | 139.38 |
More positions owned by Strategic Wealth Designers
View all positions for Strategic Wealth Designers