JPMorgan Chase & Co. shares owned by Vertex Planning Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Vertex Planning Partners
from 13F filings
Historical chart of Vertex Planning Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Vertex Planning Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $779k | 2.5k | 315.43 |
| 2025-06-30 | $655k | 2.3k | 289.91 |
| 2025-03-31 | $557k | 2.3k | 245.30 |
| 2024-12-31 | $558k | 2.3k | 239.71 |
| 2024-09-30 | $481k | 2.3k | 210.86 |
| 2024-06-30 | $461k | 2.3k | 202.26 |
| 2024-03-31 | $408k | 2.0k | 200.30 |
| 2023-12-31 | $439k | 2.6k | 170.10 |
| 2023-09-30 | $271k | 1.9k | 145.02 |
| 2023-06-30 | $291k | 2.0k | 145.44 |
| 2022-12-31 | $467k | 3.5k | 134.10 |