JPMorgan Chase & Co. shares owned by Values Added Financial
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Values Added Financial
from 13F filings
Historical chart of Values Added Financial investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Values Added Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $744k | 2.3k | 322.22 |
| 2025-09-30 | $729k | 2.3k | 315.43 |
| 2025-06-30 | $758k | 2.6k | 289.91 |
| 2025-03-31 | $578k | 2.4k | 245.30 |
| 2024-12-31 | $448k | 1.9k | 239.71 |
| 2024-09-30 | $403k | 1.9k | 210.86 |
| 2024-06-30 | $387k | 1.9k | 202.26 |
| 2024-03-31 | $275k | 1.4k | 200.30 |
| 2023-12-31 | $234k | 1.4k | 170.10 |