JPMorgan Chase & Co. shares owned by Twin City Private Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Twin City Private Wealth
from 13F filings
Historical chart of Twin City Private Wealth investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Twin City Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Twin City Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 14k | 315.42 |
| 2025-06-30 | $3.6M | 12k | 289.92 |
| 2025-03-31 | $4.5M | 19k | 245.30 |
| 2024-12-31 | $4.5M | 19k | 239.71 |
| 2024-09-30 | $4.0M | 19k | 210.86 |
| 2024-06-30 | $3.8M | 19k | 202.26 |