JPMorgan Chase & Co. shares owned by Talisman Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Talisman Wealth Advisors
from 13F filings
Historical chart of Talisman Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Talisman Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 7.1k | 315.43 |
| 2025-06-30 | $2.0M | 7.1k | 289.90 |
| 2025-03-31 | $1.7M | 7.1k | 245.28 |
| 2024-12-31 | $1.7M | 7.2k | 239.72 |
| 2024-09-30 | $1.5M | 7.3k | 210.52 |
| 2024-06-30 | $1.5M | 7.3k | 202.26 |
| 2024-03-31 | $1.4M | 7.0k | 200.30 |
| 2023-09-30 | $1.1M | 7.6k | 145.02 |
| 2023-06-30 | $1.1M | 7.7k | 145.43 |
| 2023-03-31 | $1.0M | 7.7k | 130.34 |
| 2022-12-31 | $839k | 6.3k | 134.11 |