JPMorgan Chase & Co. shares owned by TFC Financial Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by TFC Financial Management
from 13F filings
Historical chart of TFC Financial Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by TFC Financial Management 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 TFC Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 6.9k | 315.45 |
| 2025-06-30 | $1.9M | 6.6k | 289.93 |
| 2025-03-31 | $1.6M | 6.6k | 245.32 |
| 2024-12-31 | $1.6M | 6.7k | 239.73 |
| 2024-09-30 | $964k | 4.6k | 210.88 |
| 2024-06-30 | $897k | 4.4k | 202.28 |
| 2024-03-31 | $977k | 4.9k | 200.32 |
| 2023-12-31 | $1.0M | 5.9k | 170.09 |
| 2023-09-30 | $931k | 6.4k | 145.01 |
| 2023-06-30 | $935k | 6.4k | 145.43 |
| 2023-03-31 | $823k | 6.3k | 130.30 |
| 2022-12-31 | $704k | 5.2k | 134.09 |
| 2022-09-30 | $632k | 6.1k | 104.46 |
| 2022-06-30 | $563k | 5.0k | 112.60 |
| 2022-03-31 | $608k | 4.5k | 136.35 |
| 2021-12-31 | $805k | 5.1k | 158.34 |
| 2021-09-30 | $1.1M | 6.7k | 163.67 |
| 2021-06-30 | $887k | 5.7k | 155.61 |
| 2021-03-31 | $893k | 5.9k | 152.23 |
| 2020-12-31 | $802k | 6.3k | 127.06 |
| 2020-09-30 | $608k | 6.3k | 96.34 |