JPMorgan Chase & Co. shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 17k | 315.42 |
| 2025-06-30 | $4.5M | 16k | 289.90 |
| 2025-03-31 | $3.3M | 14k | 245.30 |
| 2024-12-31 | $3.1M | 13k | 239.70 |
| 2024-09-30 | $2.7M | 13k | 210.86 |
| 2024-06-30 | $2.5M | 12k | 202.26 |
| 2024-03-31 | $2.3M | 11k | 200.30 |
| 2023-12-31 | $1.8M | 11k | 170.11 |
| 2023-09-30 | $1.6M | 11k | 145.06 |
| 2023-06-30 | $1.6M | 11k | 145.45 |
| 2023-03-31 | $1.4M | 11k | 130.34 |
| 2022-12-31 | $1.3M | 9.5k | 134.12 |
| 2022-09-30 | $1.0M | 9.6k | 104.54 |
| 2022-06-30 | $948k | 8.4k | 112.59 |
| 2022-03-31 | $1.2M | 8.5k | 136.29 |
| 2021-12-31 | $1.3M | 8.2k | 158.32 |
| 2021-09-30 | $1.2M | 7.3k | 163.69 |
| 2021-06-30 | $1.1M | 7.1k | 155.57 |
| 2021-03-31 | $1.1M | 7.2k | 152.17 |
| 2020-12-31 | $883k | 7.0k | 127.01 |
More positions owned by Tradition Wealth Management
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