Treasure Coast Financial Planning »

JPMorgan Chase & Co. shares owned by Treasure Coast Financial Planning

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Treasure Coast Financial Planning from 13F filings

Historical chart of Treasure Coast Financial Planning investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Treasure Coast Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Treasure Coast Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $269k 853 315.43
2025-06-30 $247k 853 289.91
2025-03-31 $233k 950 245.30
2024-12-31 $228k 950 239.71
2024-09-30 $200k 950 210.86
2024-03-31 $223k 1.1k 200.30