JPMorgan Chase & Co. shares owned by Wellspring Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wellspring Financial Advisors
from 13F filings
Historical chart of Wellspring Financial Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Wellspring Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 3.5k | 315.43 |
| 2025-06-30 | $1.3M | 4.5k | 289.68 |
| 2025-03-31 | $1.0M | 4.1k | 245.08 |
| 2024-12-31 | $959k | 4.0k | 239.68 |
| 2024-09-30 | $912k | 4.3k | 210.86 |
| 2024-06-30 | $743k | 3.7k | 202.26 |
| 2024-03-31 | $655k | 3.3k | 200.30 |
| 2023-09-30 | $431k | 3.0k | 145.02 |
| 2023-06-30 | $237k | 1.6k | 145.44 |
| 2023-03-31 | $219k | 1.7k | 130.31 |
| 2022-12-31 | $345k | 2.6k | 134.10 |
| 2022-06-30 | $221k | 2.0k | 112.41 |
| 2022-03-31 | $275k | 2.0k | 136.41 |
| 2021-12-31 | $322k | 2.0k | 158.46 |
| 2021-09-30 | $312k | 1.9k | 163.78 |
| 2021-06-30 | $296k | 1.9k | 155.38 |
| 2021-03-31 | $263k | 2.9k | 90.04 |
| 2020-12-31 | $268k | 2.1k | 126.36 |
| 2020-09-30 | $233k | 2.4k | 96.32 |
| 2020-06-30 | $228k | 2.4k | 93.87 |
| 2020-03-31 | $263k | 2.9k | 90.04 |
More positions owned by Wellspring Financial Advisors
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