JPMorgan Chase & Co. shares owned by Warren Street Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Warren Street Wealth Advisors
from 13F filings
Historical chart of Warren Street Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Warren Street Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.9k | 315.45 |
| 2025-06-30 | $1.1M | 3.9k | 289.92 |
| 2025-03-31 | $967k | 3.9k | 245.32 |
| 2024-12-31 | $925k | 3.9k | 239.73 |
| 2024-09-30 | $860k | 4.1k | 210.84 |
| 2024-06-30 | $829k | 4.1k | 202.27 |
| 2024-03-31 | $815k | 4.1k | 200.28 |
| 2023-12-31 | $596k | 3.5k | 170.10 |
| 2023-09-30 | $477k | 3.3k | 145.02 |
| 2023-06-30 | $461k | 3.2k | 145.44 |
| 2023-03-31 | $207k | 1.6k | 130.31 |
More positions owned by Warren Street Wealth Advisors
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