JPMorgan Chase & Co. shares owned by Westwood Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Westwood Wealth Management
from 13F filings
Historical chart of Westwood Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Westwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $958k | 3.0k | 315.43 |
| 2025-06-30 | $841k | 2.9k | 289.91 |
| 2025-03-31 | $684k | 2.8k | 245.30 |
| 2024-12-31 | $668k | 2.8k | 239.71 |
| 2024-09-30 | $591k | 2.8k | 210.86 |
| 2024-06-30 | $564k | 2.8k | 202.26 |
| 2024-03-31 | $558k | 2.8k | 200.30 |
| 2023-12-31 | $491k | 2.9k | 170.10 |
| 2023-09-30 | $553k | 3.8k | 145.02 |
| 2023-06-30 | $1.1M | 7.6k | 145.44 |
| 2023-03-31 | $976k | 7.5k | 130.31 |
| 2022-12-31 | $1.2M | 8.9k | 134.10 |
| 2022-09-30 | $974k | 9.3k | 104.48 |
| 2022-06-30 | $1.1M | 9.4k | 112.62 |
| 2022-03-31 | $1.3M | 9.5k | 136.30 |
| 2021-12-31 | $2.5k | 16k | 0.16 |
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