JPMorgan Chase & Co. shares owned by Tobias Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Tobias Financial Advisors
from 13F filings
Historical chart of Tobias Financial Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Tobias Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $756k | 2.4k | 315.41 |
| 2025-06-30 | $601k | 2.1k | 289.89 |
| 2025-03-31 | $354k | 1.4k | 245.30 |
| 2024-12-31 | $346k | 1.4k | 239.71 |
| 2024-09-30 | $270k | 1.3k | 210.86 |
| 2024-06-30 | $239k | 1.2k | 202.26 |
| 2019-12-31 | $11k | 83 | 132.53 |