JPMorgan Chase & Co. shares owned by UMA Financial Services
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $724k | 2.3k | 315.46 |
| 2025-06-30 | $547k | 1.9k | 289.90 |
| 2025-03-31 | $394k | 1.6k | 245.34 |
| 2024-12-31 | $386k | 1.6k | 239.74 |
| 2024-09-30 | $343k | 1.5k | 222.39 |
| 2024-06-30 | $283k | 1.3k | 213.62 |
| 2024-03-31 | $240k | 1.3k | 180.80 |