JPMorgan Chase & Co. shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 36k | 315.43 |
| 2025-06-30 | $11M | 38k | 289.91 |
| 2025-03-31 | $8.0M | 32k | 245.30 |
| 2024-12-31 | $7.2M | 30k | 239.71 |
| 2024-09-30 | $6.2M | 29k | 210.86 |
| 2024-06-30 | $5.0M | 25k | 202.26 |
| 2024-03-31 | $4.7M | 24k | 200.30 |
| 2023-12-31 | $3.9M | 23k | 170.10 |
| 2023-09-30 | $3.3M | 23k | 145.02 |
| 2023-06-30 | $1.7M | 12k | 145.44 |
| 2023-03-31 | $2.7M | 21k | 130.31 |
| 2022-12-31 | $7.0M | 49k | 142.59 |
| 2022-09-30 | $6.5M | 56k | 117.65 |
| 2022-03-31 | $7.0M | 49k | 142.86 |
More positions owned by WealthPlan Investment Management
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