JPMorgan Chase & Co. shares owned by Wealth Advisors of Iowa
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wealth Advisors of Iowa
from 13F filings
Historical chart of Wealth Advisors of Iowa investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Wealth Advisors of Iowa
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 3.2k | 315.44 |
| 2025-06-30 | $928k | 3.2k | 289.94 |
| 2025-03-31 | $760k | 3.1k | 245.33 |
| 2024-12-31 | $743k | 3.1k | 239.69 |
| 2024-09-30 | $605k | 2.9k | 210.85 |
| 2024-03-31 | $588k | 2.9k | 200.30 |
| 2023-12-31 | $484k | 2.8k | 170.11 |
| 2023-09-30 | $390k | 2.7k | 145.02 |
| 2023-06-30 | $394k | 2.7k | 145.42 |
| 2023-03-31 | $376k | 2.9k | 130.30 |
| 2022-12-31 | $414k | 3.1k | 134.09 |
| 2022-09-30 | $322k | 3.1k | 104.44 |
| 2022-06-30 | $295k | 2.2k | 136.13 |
| 2022-03-31 | $295k | 2.2k | 136.13 |
| 2021-09-30 | $354k | 2.2k | 163.59 |
| 2021-06-30 | $377k | 2.4k | 155.72 |
| 2021-03-31 | $353k | 2.3k | 152.16 |
| 2020-12-31 | $295k | 2.3k | 127.21 |
| 2020-03-31 | $182k | 2.0k | 89.83 |