JPMorgan Chase & Co. shares owned by Up Strategic Wealth Investment Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Up Strategic Wealth Investment Advisors
from 13F filings
Historical chart of Up Strategic Wealth Investment Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Up Strategic Wealth Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 5.5k | 305.69 |
| 2025-06-30 | $1.6M | 5.6k | 289.91 |
| 2025-03-31 | $1.2M | 4.9k | 245.30 |
| 2024-12-31 | $1.2M | 5.0k | 239.71 |
| 2024-09-30 | $874k | 4.1k | 210.86 |
| 2024-06-30 | $717k | 3.5k | 202.26 |
| 2024-03-31 | $675k | 3.4k | 200.30 |
More positions owned by Up Strategic Wealth Investment Advisors
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