JPMorgan Chase & Co. shares owned by Wealth Management Associates
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wealth Management Associates
from 13F filings
Historical chart of Wealth Management Associates investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Wealth Management Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 8.7k | 315.43 |
| 2025-06-30 | $2.5M | 8.7k | 289.90 |
| 2025-03-31 | $2.0M | 8.2k | 245.29 |
| 2024-12-31 | $2.0M | 8.2k | 239.72 |
| 2024-09-30 | $1.7M | 8.2k | 210.87 |
| 2024-06-30 | $1.7M | 8.4k | 202.26 |
| 2024-03-31 | $1.7M | 8.4k | 202.26 |
| 2023-12-31 | $1.5M | 8.6k | 170.10 |
| 2023-09-30 | $1.4M | 9.3k | 145.02 |
| 2023-06-30 | $1.3M | 8.8k | 145.44 |
| 2023-03-31 | $1.2M | 9.1k | 130.30 |
| 2022-12-31 | $1.2M | 9.1k | 134.11 |
| 2022-09-30 | $838k | 8.0k | 104.50 |
| 2022-06-30 | $911k | 8.1k | 112.61 |
| 2022-03-31 | $1.2M | 8.6k | 136.33 |
| 2021-12-31 | $1.3M | 8.3k | 158.36 |
| 2021-09-30 | $1.4M | 8.4k | 163.69 |
| 2021-06-30 | $1.3M | 8.4k | 155.55 |
| 2021-03-31 | $1.1M | 7.1k | 152.23 |
| 2020-12-31 | $912k | 7.2k | 127.06 |
| 2020-09-30 | $721k | 7.5k | 96.28 |
| 2020-06-30 | $1.0M | 11k | 94.06 |
| 2020-03-31 | $867k | 9.6k | 90.03 |
| 2019-12-31 | $468k | 3.4k | 139.40 |
| 2019-09-30 | $324k | 2.7k | 117.70 |
| 2019-06-30 | $307k | 2.7k | 111.79 |
| 2019-03-31 | $257k | 2.5k | 101.23 |
| 2018-12-31 | $239k | 2.4k | 97.62 |
More positions owned by Wealth Management Associates
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