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 csvQuarterly 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 |
More positions owned by Treasure Coast Financial Planning
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