JPMorgan Chase & Co. shares owned by Wealth Alliance
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 18k | 315.42 |
| 2025-06-30 | $5.1M | 18k | 289.91 |
| 2025-03-31 | $4.1M | 17k | 245.31 |
| 2024-12-31 | $3.9M | 16k | 239.71 |
| 2024-09-30 | $3.4M | 16k | 210.86 |
| 2024-06-30 | $3.3M | 16k | 202.26 |
| 2024-03-31 | $3.2M | 16k | 200.30 |
| 2023-12-31 | $2.5M | 15k | 170.10 |
| 2023-09-30 | $2.2M | 15k | 145.02 |
| 2023-06-30 | $2.2M | 15k | 145.44 |
| 2023-03-31 | $2.1M | 16k | 130.31 |
| 2022-12-31 | $2.8M | 21k | 134.10 |
| 2022-09-30 | $2.1M | 20k | 104.53 |
| 2022-06-30 | $2.0M | 18k | 112.58 |
| 2022-03-31 | $2.2M | 16k | 136.35 |
| 2021-12-31 | $2.4M | 15k | 158.36 |
| 2021-09-30 | $2.5M | 15k | 163.65 |
| 2021-06-30 | $2.4M | 16k | 155.52 |
| 2021-03-31 | $2.5M | 16k | 152.25 |
| 2020-12-31 | $2.4M | 19k | 127.07 |
| 2020-09-30 | $1.7M | 18k | 96.27 |
| 2020-06-30 | $1.6M | 17k | 94.08 |
| 2020-03-31 | $1.2M | 13k | 90.07 |
| 2019-12-31 | $2.2M | 16k | 139.37 |