JPMorgan Chase & Co. shares owned by Websterrogers Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Websterrogers Financial Advisors
from 13F filings
Historical chart of Websterrogers Financial Advisors investment in JPMorgan Chase & Co.
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All positions including JPMorgan Chase & Co. held by Websterrogers Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Websterrogers Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $362k | 1.1k | 315.64 |
| 2025-06-30 | $333k | 1.1k | 290.10 |
| 2025-03-31 | $282k | 1.1k | 245.45 |
| 2024-12-31 | $275k | 1.1k | 239.85 |
| 2024-03-31 | $370k | 1.8k | 200.39 |
| 2023-09-30 | $333k | 2.3k | 145.05 |
| 2023-06-30 | $332k | 2.3k | 145.46 |
| 2023-03-31 | $295k | 2.3k | 130.29 |
| 2022-12-31 | $302k | 2.2k | 134.10 |
| 2022-09-30 | $233k | 2.2k | 104.39 |
| 2022-06-30 | $241k | 2.1k | 112.46 |
| 2022-03-31 | $297k | 2.2k | 135.25 |
| 2021-12-31 | $332k | 2.1k | 158.25 |
| 2021-09-30 | $389k | 2.4k | 163.65 |
| 2021-06-30 | $348k | 2.4k | 147.15 |
| 2021-03-31 | $358k | 2.4k | 152.15 |
| 2020-12-31 | $323k | 2.3k | 138.09 |
More positions owned by Websterrogers Financial Advisors
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