JPMorgan Chase & Co. shares owned by True Wealth Design
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by True Wealth Design
from 13F filings
Historical chart of True Wealth Design investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by True Wealth Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $166k | 525 | 315.56 |
| 2025-06-30 | $120k | 415 | 290.06 |
| 2025-03-31 | $96k | 392 | 245.21 |
| 2024-12-31 | $62k | 259 | 239.58 |
| 2024-09-30 | $49k | 234 | 210.54 |
| 2024-06-30 | $68k | 334 | 202.05 |
| 2024-03-31 | $67k | 334 | 200.09 |
| 2023-12-31 | $66k | 387 | 169.95 |
| 2023-09-30 | $51k | 354 | 144.88 |
| 2023-06-30 | $82k | 565 | 145.35 |
| 2023-03-31 | $82k | 633 | 130.24 |
| 2022-12-31 | $76k | 565 | 134.02 |