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JPMorgan Chase & Co. shares owned by Taylor Financial Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Taylor Financial Group from 13F filings

Historical chart of Taylor Financial Group investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Taylor Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Taylor Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 4.2k 315.43
2025-06-30 $1.2M 4.2k 289.91
2025-03-31 $1.0M 4.2k 245.30
2024-12-31 $969k 4.0k 239.71
2024-09-30 $852k 4.0k 210.86
2024-06-30 $817k 4.0k 202.26
2024-03-31 $809k 4.0k 200.30
2023-12-31 $720k 4.2k 170.10