JPMorgan Chase & Co. shares owned by Thrive Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Thrive Wealth Management
from 13F filings
Historical chart of Thrive Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Thrive Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Thrive Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 7.0k | 315.41 |
| 2025-06-30 | $2.1M | 7.2k | 289.92 |
| 2025-03-31 | $1.8M | 7.2k | 245.29 |
| 2024-12-31 | $1.8M | 7.6k | 239.72 |
| 2024-09-30 | $1.6M | 7.6k | 210.87 |
| 2024-06-30 | $1.6M | 7.8k | 202.27 |
| 2024-03-31 | $1.6M | 7.9k | 200.30 |
| 2023-12-31 | $1.2M | 7.3k | 170.10 |
| 2023-09-30 | $1.1M | 7.4k | 145.01 |
| 2023-06-30 | $1.0M | 7.1k | 145.44 |
| 2023-03-31 | $873k | 6.7k | 130.31 |
| 2022-12-31 | $748k | 5.6k | 134.09 |
| 2022-09-30 | $608k | 5.8k | 104.45 |
| 2022-06-30 | $596k | 5.3k | 112.60 |
| 2022-03-31 | $604k | 4.4k | 136.34 |
| 2021-12-31 | $657k | 4.1k | 158.43 |