JPMorgan Chase & Co. shares owned by Watershed Private Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Watershed Private Wealth
from 13F filings
Historical chart of Watershed Private Wealth investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Watershed Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Watershed Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.7k | 315.43 |
| 2025-06-30 | $1.1M | 3.7k | 289.91 |
| 2025-03-31 | $940k | 3.8k | 245.30 |
| 2024-12-31 | $918k | 3.8k | 239.71 |
| 2024-09-30 | $877k | 4.2k | 210.86 |
| 2024-06-30 | $861k | 4.3k | 202.26 |
| 2024-03-31 | $851k | 4.2k | 200.30 |
| 2023-12-31 | $744k | 4.4k | 170.10 |
| 2023-09-30 | $481k | 3.3k | 145.01 |
| 2023-06-30 | $483k | 3.3k | 145.43 |
| 2023-03-31 | $407k | 3.1k | 130.30 |
| 2022-12-31 | $419k | 3.1k | 134.09 |