JPMorgan Chase & Co. shares owned by waypoint wealth counsel
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by waypoint wealth counsel
from 13F filings
Historical chart of waypoint wealth counsel investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by waypoint wealth counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 5.4k | 315.41 |
| 2025-06-30 | $1.8M | 6.2k | 289.92 |
| 2025-03-31 | $1.4M | 5.6k | 245.30 |
| 2024-12-31 | $1.8M | 7.3k | 239.73 |
| 2024-09-30 | $1.5M | 7.2k | 210.85 |
| 2024-06-30 | $1.4M | 6.8k | 202.26 |
| 2024-03-31 | $1.4M | 6.8k | 200.29 |
| 2023-12-31 | $1.1M | 6.7k | 170.10 |
| 2023-09-30 | $976k | 6.7k | 145.03 |
| 2023-03-31 | $888k | 6.8k | 130.30 |
| 2022-12-31 | $920k | 6.9k | 134.10 |