JPMorgan Chase & Co. shares owned by Turtle Creek Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Turtle Creek Wealth Advisors
from 13F filings
Historical chart of Turtle Creek Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Turtle Creek Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 63k | 315.43 |
| 2025-06-30 | $15M | 53k | 289.91 |
| 2025-03-31 | $12M | 50k | 245.30 |
| 2024-12-31 | $9.8M | 41k | 239.71 |
| 2024-09-30 | $8.5M | 41k | 210.86 |
| 2024-06-30 | $8.0M | 39k | 202.26 |
| 2024-03-31 | $7.1M | 36k | 200.30 |
| 2023-12-31 | $5.7M | 34k | 170.10 |
More positions owned by Turtle Creek Wealth Advisors
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