JPMorgan Chase & Co. shares owned by Total Wealth Planning & Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Total Wealth Planning & Management
from 13F filings
Historical chart of Total Wealth Planning & Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Total Wealth Planning & 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 Total Wealth Planning & Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.1M | 7.1k | 289.89 |
| 2025-03-31 | $1.7M | 7.0k | 245.31 |
| 2024-12-31 | $1.7M | 6.9k | 239.71 |
More positions owned by Total Wealth Planning & Management
Home Depot (HD)
View all positions for Total Wealth Planning & Management