JPMorgan Chase & Co. shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by WCG Wealth 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 WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.7M | 31k | 315.43 |
| 2025-06-30 | $9.2M | 32k | 289.91 |
| 2025-03-31 | $7.8M | 32k | 245.31 |
| 2024-12-31 | $8.2M | 34k | 239.70 |
| 2024-09-30 | $7.1M | 34k | 210.85 |
| 2024-06-30 | $6.8M | 34k | 202.27 |
| 2024-03-31 | $6.6M | 33k | 200.31 |
| 2023-12-31 | $7.1M | 42k | 170.09 |
| 2023-09-30 | $6.8M | 46k | 148.27 |
| 2023-06-30 | $3.3M | 23k | 144.71 |
| 2023-03-31 | $3.0M | 23k | 130.30 |
| 2022-12-31 | $2.9M | 22k | 134.10 |
| 2022-09-30 | $2.2M | 21k | 104.50 |
| 2022-06-30 | $1.5M | 28k | 53.24 |