JPMorgan Chase & Co. shares owned by Tanglewood Legacy Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Tanglewood Legacy Advisors
from 13F filings
Historical chart of Tanglewood Legacy Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Tanglewood Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $519k | 1.6k | 315.43 |
| 2025-06-30 | $477k | 1.6k | 289.91 |
| 2025-03-31 | $403k | 1.6k | 245.30 |
| 2024-12-31 | $397k | 1.7k | 239.71 |
| 2024-09-30 | $58k | 273 | 210.86 |
| 2024-06-30 | $55k | 273 | 202.26 |
| 2024-03-31 | $55k | 273 | 200.30 |
| 2023-12-31 | $44k | 260 | 170.10 |
| 2023-09-30 | $234k | 1.6k | 145.02 |
| 2023-06-30 | $235k | 1.6k | 145.44 |
| 2023-03-31 | $211k | 1.6k | 130.31 |
| 2022-12-31 | $217k | 1.6k | 134.10 |
More positions owned by Tanglewood Legacy Advisors
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