JPMorgan Chase & Co. shares owned by Waterford Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Waterford Advisors
from 13F filings
Historical chart of Waterford Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Waterford Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Waterford Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $698k | 2.2k | 315.43 |
| 2025-06-30 | $625k | 5.9k | 106.42 |
| 2025-03-31 | $529k | 2.2k | 245.30 |
| 2024-12-31 | $517k | 2.2k | 239.71 |
| 2024-09-30 | $476k | 2.3k | 210.86 |
| 2024-06-30 | $457k | 2.3k | 202.26 |
| 2024-03-31 | $432k | 2.2k | 200.30 |
| 2023-09-30 | $307k | 2.1k | 145.02 |
| 2023-06-30 | $261k | 1.8k | 145.65 |
| 2023-03-31 | $236k | 1.8k | 130.10 |
| 2022-12-31 | $230k | 1.7k | 133.95 |