JPMorgan Chase & Co. shares owned by Unique Wealth Strategies
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Unique Wealth Strategies
from 13F filings
Historical chart of Unique Wealth Strategies investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Unique Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.7M | 5.1k | 327.31 |
| 2026-03-31 | $1.5M | 5.0k | 294.18 |
| 2025-12-31 | $2.1M | 6.5k | 322.22 |
| 2025-09-30 | $2.2M | 7.1k | 315.41 |
| 2025-06-30 | $2.0M | 7.0k | 289.91 |
| 2025-03-31 | $1.8M | 7.4k | 245.30 |
| 2024-12-31 | $1.9M | 7.9k | 239.71 |
| 2024-09-30 | $1.9M | 9.1k | 210.86 |
| 2024-06-30 | $1.4M | 7.2k | 200.30 |
| 2024-03-31 | $1.4M | 7.2k | 200.30 |
| 2023-12-31 | $1.1M | 6.3k | 170.10 |