JPMorgan Chase & Co. shares owned by Tower Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Tower Wealth Partners
from 13F filings
Historical chart of Tower Wealth Partners investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Tower Wealth Partners 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 Tower Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $559k | 1.8k | 315.43 |
| 2025-06-30 | $582k | 2.0k | 289.91 |
| 2025-03-31 | $499k | 2.0k | 245.30 |
| 2024-12-31 | $499k | 2.1k | 239.71 |
| 2024-09-30 | $449k | 2.1k | 210.86 |
| 2024-06-30 | $433k | 2.1k | 202.26 |
| 2024-03-31 | $354k | 1.8k | 200.30 |
| 2023-12-31 | $420k | 2.5k | 170.10 |
| 2023-09-30 | $363k | 2.5k | 145.02 |
| 2023-06-30 | $403k | 2.8k | 145.44 |
| 2023-03-31 | $359k | 2.8k | 130.31 |
| 2022-12-31 | $361k | 2.7k | 134.10 |
| 2022-09-30 | $339k | 2.7k | 125.84 |
| 2022-06-30 | $291k | 2.6k | 112.79 |
| 2022-03-31 | $236k | 1.7k | 136.18 |
| 2021-12-31 | $340k | 2.1k | 158.36 |
| 2021-09-30 | $290k | 1.8k | 163.47 |
| 2021-06-30 | $267k | 1.7k | 155.32 |
| 2021-03-31 | $262k | 1.7k | 152.41 |
| 2020-12-31 | $234k | 1.8k | 126.90 |