JPMorgan Chase & Co. shares owned by Waller Financial Planning Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Waller Financial Planning Group
from 13F filings
Historical chart of Waller Financial Planning Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Waller Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $865k | 2.7k | 322.25 |
| 2025-09-30 | $846k | 2.7k | 315.45 |
| 2025-06-30 | $863k | 3.0k | 289.93 |
| 2025-03-31 | $796k | 3.2k | 245.29 |
| 2024-12-31 | $684k | 2.9k | 239.70 |
| 2024-09-30 | $611k | 2.9k | 210.83 |
| 2024-06-30 | $577k | 2.9k | 202.29 |
| 2024-03-31 | $356k | 1.8k | 200.32 |
| 2023-12-31 | $319k | 1.9k | 170.09 |
| 2023-09-30 | $248k | 1.7k | 145.02 |
| 2023-06-30 | $262k | 1.8k | 145.44 |
| 2023-03-31 | $236k | 1.8k | 130.31 |
| 2021-12-31 | $216k | 1.4k | 158.24 |
| 2021-09-30 | $223k | 1.4k | 163.37 |
| 2019-09-30 | $344k | 2.7k | 126.38 |
| 2019-06-30 | $355k | 3.1k | 114.11 |
More positions owned by Waller Financial Planning Group
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