JPMorgan Chase & Co. shares owned by Valtinson Bruner Financial Planning
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Valtinson Bruner Financial Planning
from 13F filings
Historical chart of Valtinson Bruner Financial Planning investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Valtinson Bruner Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $470k | 1.5k | 315.50 |
| 2025-06-30 | $432k | 1.5k | 290.00 |
| 2025-03-31 | $347k | 1.4k | 245.38 |
| 2024-12-31 | $355k | 1.5k | 239.69 |
| 2024-09-30 | $302k | 1.4k | 210.81 |
| 2024-06-30 | $268k | 1.3k | 202.19 |
| 2024-03-31 | $262k | 1.3k | 200.34 |
| 2023-12-31 | $222k | 1.3k | 170.09 |
| 2023-09-30 | $224k | 1.5k | 145.05 |
| 2023-06-30 | $224k | 1.5k | 145.44 |
| 2022-12-31 | $205k | 1.5k | 136.61 |
| 2021-12-31 | $224k | 1.4k | 158.53 |
| 2021-09-30 | $241k | 1.4k | 170.68 |
| 2021-06-30 | $223k | 1.5k | 151.70 |
| 2021-03-31 | $224k | 1.5k | 152.48 |
| 2020-12-31 | $201k | 1.5k | 135.72 |
More positions owned by Valtinson Bruner Financial Planning
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