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JPMorgan Chase & Co. shares owned by Tilson Financial Group

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

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

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All positions including JPMorgan Chase & Co. held by Tilson 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 Tilson Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 3.6k 322.26
2025-09-30 $1.1M 3.4k 315.39
2025-06-30 $346k 1.2k 289.78
2025-03-31 $292k 1.2k 245.38
2024-12-31 $309k 1.3k 240.09
2024-09-30 $259k 1.3k 201.87
2024-06-30 $259k 1.3k 201.87
2024-03-31 $257k 1.3k 200.16
2023-12-31 $223k 1.3k 170.10