JPMorgan Chase & Co. shares owned by Walkner Condon Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Walkner Condon Financial Advisors
from 13F filings
Historical chart of Walkner Condon Financial Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Walkner Condon Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 4.8k | 315.43 |
| 2025-06-30 | $1.2M | 4.3k | 289.92 |
| 2025-03-31 | $846k | 3.5k | 245.28 |
| 2024-12-31 | $782k | 3.3k | 239.70 |
| 2024-09-30 | $767k | 3.6k | 210.84 |
| 2024-06-30 | $560k | 2.8k | 201.99 |
| 2024-03-31 | $2.1M | 10k | 200.28 |
| 2023-12-31 | $1.7M | 10k | 170.11 |
| 2023-09-30 | $1.2M | 8.2k | 145.03 |
| 2023-06-30 | $1.2M | 8.2k | 145.44 |
| 2023-03-31 | $1.0M | 7.7k | 130.29 |
| 2022-12-31 | $201k | 1.5k | 134.04 |
| 2021-09-30 | $401k | 2.4k | 163.94 |
| 2021-06-30 | $331k | 2.1k | 154.38 |
| 2021-03-31 | $316k | 2.1k | 152.36 |
| 2020-12-31 | $258k | 2.0k | 127.28 |
More positions owned by Walkner Condon Financial Advisors
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