JPMorgan Chase & Co. shares owned by Wealth Advisory Solutions
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wealth Advisory Solutions
from 13F filings
Historical chart of Wealth Advisory Solutions investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Wealth Advisory Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 36k | 315.43 |
| 2025-06-30 | $11M | 37k | 289.91 |
| 2025-03-31 | $9.0M | 37k | 245.30 |
| 2024-12-31 | $10M | 42k | 239.71 |
| 2024-09-30 | $8.7M | 41k | 210.86 |
| 2024-06-30 | $9.4M | 46k | 202.26 |
| 2024-03-31 | $9.4M | 47k | 200.30 |
| 2023-12-31 | $8.5M | 50k | 170.10 |
| 2023-09-30 | $15M | 100k | 145.02 |
| 2023-06-30 | $7.8M | 53k | 145.44 |
| 2023-03-31 | $7.0M | 54k | 130.31 |
| 2022-12-31 | $7.4M | 56k | 134.10 |
| 2022-09-30 | $5.7M | 55k | 104.50 |
| 2022-06-30 | $6.2M | 56k | 112.60 |
| 2022-03-31 | $7.4M | 54k | 136.32 |
| 2021-09-30 | $8.8M | 54k | 163.69 |
| 2021-06-30 | $8.4M | 54k | 155.54 |
| 2021-03-31 | $8.0k | 56k | 0.14 |
| 2020-12-31 | $9.4M | 74k | 127.07 |
| 2020-09-30 | $6.7M | 70k | 96.26 |
| 2020-06-30 | $5.2M | 55k | 94.05 |
| 2020-03-31 | $5.2M | 58k | 90.03 |
| 2019-12-31 | $7.9M | 57k | 139.38 |