JPMorgan Chase & Co. shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $221k | 699 | 315.41 |
| 2025-06-30 | $197k | 678 | 290.07 |
| 2025-03-31 | $185k | 753 | 245.37 |
| 2024-12-31 | $181k | 753 | 239.70 |
| 2024-09-30 | $184k | 873 | 210.87 |
| 2024-06-30 | $178k | 880 | 202.22 |
| 2024-03-31 | $153k | 763 | 200.22 |