JPMorgan Chase & Co. shares owned by Wealth Dimensions Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wealth Dimensions Group
from 13F filings
Historical chart of Wealth Dimensions Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Wealth Dimensions Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 7.6k | 315.41 |
| 2025-06-30 | $1.9M | 6.5k | 289.89 |
| 2025-03-31 | $1.6M | 6.6k | 245.29 |
| 2024-12-31 | $1.5M | 6.4k | 239.70 |
| 2024-09-30 | $1.1M | 5.4k | 210.86 |
| 2024-06-30 | $1.1M | 5.2k | 202.25 |
| 2024-03-31 | $1.1M | 5.5k | 200.28 |
| 2023-12-31 | $977k | 5.7k | 170.10 |
| 2023-09-30 | $889k | 6.1k | 145.03 |
| 2023-06-30 | $926k | 6.4k | 145.43 |
| 2023-03-31 | $741k | 5.7k | 130.31 |
| 2022-12-31 | $857k | 6.4k | 134.10 |
| 2022-09-30 | $646k | 6.2k | 104.55 |
| 2022-06-30 | $715k | 6.4k | 112.56 |
| 2022-03-31 | $858k | 6.3k | 136.34 |
| 2021-12-31 | $1.0M | 6.6k | 158.30 |
| 2021-09-30 | $957k | 5.8k | 163.67 |
| 2021-06-30 | $754k | 4.8k | 155.59 |
| 2021-03-31 | $778k | 5.1k | 152.16 |
| 2020-12-31 | $605k | 4.8k | 127.15 |