JPMorgan Chase & Co. shares owned by Wealth Quarterback
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wealth Quarterback
from 13F filings
Historical chart of Wealth Quarterback investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Wealth Quarterback
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $511k | 1.6k | 322.16 |
| 2025-09-30 | $459k | 1.5k | 315.41 |
| 2025-06-30 | $467k | 1.6k | 289.99 |
| 2025-03-31 | $391k | 1.6k | 245.33 |
| 2024-12-31 | $390k | 1.6k | 239.69 |
| 2024-09-30 | $350k | 1.7k | 210.80 |
| 2024-06-30 | $335k | 1.7k | 202.31 |
| 2024-03-31 | $348k | 1.7k | 200.31 |
| 2023-09-30 | $303k | 2.1k | 145.03 |
| 2023-06-30 | $299k | 2.1k | 145.43 |
| 2023-03-31 | $283k | 2.2k | 130.30 |
| 2022-12-31 | $304k | 2.3k | 134.13 |
| 2022-09-30 | $245k | 2.3k | 104.61 |
| 2022-06-30 | $256k | 2.3k | 112.63 |
| 2021-09-30 | $337k | 16k | 20.89 |
| 2021-06-30 | $335k | 2.2k | 155.60 |
| 2020-12-31 | $301k | 2.4k | 127.00 |
| 2020-09-30 | $427k | 4.5k | 94.01 |
| 2020-06-30 | $427k | 4.5k | 94.01 |
| 2020-03-31 | $450k | 5.0k | 90.04 |
| 2019-12-31 | $678k | 40k | 17.04 |
| 1987-03-31 | $290k | 2.1k | 136.28 |