JPMorgan Chase & Co. shares owned by Tanager Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Tanager Wealth Management
from 13F filings
Historical chart of Tanager Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Tanager Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Tanager Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 3.6k | 315.43 |
| 2025-06-30 | $1.0M | 3.5k | 289.91 |
| 2025-03-31 | $935k | 3.8k | 245.30 |
| 2024-12-31 | $1.3M | 5.2k | 239.71 |
| 2024-09-30 | $776k | 3.7k | 210.86 |
| 2024-06-30 | $748k | 3.7k | 202.26 |
| 2024-03-31 | $1.7M | 8.5k | 200.29 |
| 2023-12-31 | $746k | 4.4k | 170.09 |
| 2023-09-30 | $644k | 4.4k | 145.01 |
| 2023-06-30 | $634k | 4.4k | 145.43 |
| 2023-03-31 | $518k | 4.0k | 130.30 |
| 2022-12-31 | $268k | 2.0k | 134.10 |
| 2022-09-30 | $209k | 2.0k | 104.50 |
| 2022-06-30 | $225k | 2.0k | 112.50 |
| 2022-03-31 | $273k | 2.0k | 136.50 |
| 2021-12-31 | $317k | 2.0k | 158.50 |