JPMorgan Chase & Co. shares owned by Twin Peaks Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Twin Peaks Wealth Advisors
from 13F filings
Historical chart of Twin Peaks Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Twin Peaks Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $695k | 2.2k | 315.46 |
| 2025-06-30 | $627k | 2.1k | 292.88 |
| 2025-03-31 | $548k | 2.4k | 233.10 |
| 2024-12-31 | $566k | 2.4k | 239.69 |
| 2024-09-30 | $448k | 2.1k | 210.92 |
| 2024-06-30 | $386k | 1.9k | 202.29 |
| 2024-03-31 | $343k | 1.7k | 200.37 |
| 2023-12-31 | $325k | 1.9k | 170.18 |
More positions owned by Twin Peaks Wealth Advisors
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