JPMorgan Chase & Co. shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.7k | 315.41 |
| 2025-06-30 | $860k | 3.0k | 289.90 |
| 2025-03-31 | $722k | 2.9k | 245.33 |
| 2024-12-31 | $702k | 2.9k | 239.71 |
| 2024-09-30 | $551k | 2.6k | 210.86 |
| 2024-06-30 | $517k | 2.6k | 202.25 |
| 2024-03-31 | $493k | 2.5k | 200.31 |
| 2023-09-30 | $393k | 2.7k | 145.03 |
| 2023-06-30 | $399k | 2.7k | 145.45 |
| 2023-03-31 | $425k | 3.3k | 130.30 |
| 2022-12-31 | $248k | 1.9k | 134.11 |
| 2021-09-30 | $340k | 2.1k | 163.54 |
More positions owned by Wescott Financial Advisory Group
View all positions for Wescott Financial Advisory Group