JPMorgan Chase & Co. shares owned by West Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $179k | 566 | 315.43 |
| 2025-06-30 | $164k | 566 | 289.91 |
| 2025-03-31 | $139k | 566 | 245.30 |
| 2024-12-31 | $145k | 603 | 239.71 |
| 2024-09-30 | $37k | 175 | 210.86 |
| 2023-09-30 | $10k | 70 | 145.03 |
| 2022-09-30 | $78k | 750 | 104.00 |
| 2022-06-30 | $84k | 750 | 112.00 |
| 2022-03-31 | $108k | 791 | 136.54 |
| 2021-12-31 | $119k | 750 | 158.67 |
| 2021-09-30 | $123k | 750 | 164.00 |
| 2021-06-30 | $117k | 750 | 156.00 |
| 2021-03-31 | $114k | 750 | 152.00 |
| 2020-12-31 | $95k | 750 | 126.67 |