JPMorgan Chase & Co. shares owned by Tempus Wealth Planning
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Tempus Wealth Planning
from 13F filings
Historical chart of Tempus Wealth Planning investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Tempus Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Tempus Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 12k | 315.44 |
| 2025-06-30 | $3.5M | 12k | 289.91 |
| 2025-03-31 | $2.8M | 12k | 245.30 |
| 2024-12-31 | $2.7M | 11k | 239.70 |
| 2024-09-30 | $2.2M | 11k | 210.85 |
| 2024-06-30 | $1.9M | 9.5k | 202.26 |
| 2024-03-31 | $1.8M | 9.1k | 200.30 |
| 2023-12-31 | $1.5M | 8.8k | 170.10 |
| 2023-09-30 | $1.3M | 9.1k | 145.02 |
| 2023-06-30 | $1.8M | 13k | 145.44 |
| 2023-03-31 | $1.7M | 13k | 130.31 |
| 2022-12-31 | $1.9M | 14k | 134.10 |
| 2022-09-30 | $1.7M | 16k | 104.51 |
| 2022-06-30 | $1.1M | 9.4k | 112.64 |
| 2022-03-31 | $1.3M | 9.4k | 136.27 |
| 2021-12-31 | $1.6M | 10k | 158.36 |
| 2021-09-30 | $1.6M | 9.7k | 163.66 |
| 2021-06-30 | $1.4M | 9.3k | 155.56 |
| 2021-03-31 | $675k | 4.4k | 152.20 |
| 2020-12-31 | $564k | 4.4k | 127.17 |
| 2020-09-30 | $559k | 5.8k | 96.23 |
| 2020-06-30 | $424k | 4.5k | 94.01 |
| 2020-03-31 | $451k | 5.0k | 90.02 |
| 2019-12-31 | $629k | 4.5k | 139.47 |