JPMorgan Chase & Co. shares owned by Trajan Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Trajan Wealth
from 13F filings
Historical chart of Trajan Wealth investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Trajan Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Trajan Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 59k | 315.43 |
| 2025-06-30 | $15M | 51k | 289.91 |
| 2025-03-31 | $13M | 53k | 245.30 |
| 2024-12-31 | $12M | 49k | 239.71 |
| 2024-09-30 | $10M | 49k | 210.86 |
| 2024-06-30 | $9.5M | 47k | 202.26 |