JPMorgan Chase & Co. shares owned by Waterfront Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Waterfront Wealth
from 13F filings
Historical chart of Waterfront Wealth investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Waterfront Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 9.9k | 293.44 |
| 2025-06-30 | $2.8M | 9.6k | 289.91 |
| 2025-03-31 | $2.4M | 9.7k | 245.31 |
| 2024-12-31 | $2.3M | 9.7k | 239.72 |
| 2024-09-30 | $2.1M | 9.4k | 223.67 |
| 2024-06-30 | $1.8M | 9.1k | 202.27 |
| 2024-03-31 | $1.7M | 8.9k | 193.43 |
| 2023-12-31 | $1.5M | 8.9k | 170.11 |
| 2023-09-30 | $1.2M | 8.7k | 141.18 |
| 2023-06-30 | $1.3M | 8.5k | 157.63 |
| 2023-03-31 | $1.0M | 7.7k | 130.30 |
| 2022-12-31 | $1.0M | 7.5k | 140.33 |
| 2022-09-30 | $955k | 7.6k | 125.72 |
| 2022-06-30 | $644k | 5.7k | 112.65 |
| 2022-03-31 | $506k | 3.8k | 132.67 |
| 2021-12-31 | $320k | 2.0k | 158.42 |
| 2021-09-30 | $211k | 1.3k | 164.07 |