JPMorgan Chase & Co. shares owned by Whitaker-Myers Wealth Managers
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Whitaker-Myers Wealth Managers
from 13F filings
Historical chart of Whitaker-Myers Wealth Managers investment in JPMorgan Chase & Co.
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All positions including JPMorgan Chase & Co. held by Whitaker-Myers Wealth Managers consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Whitaker-Myers Wealth Managers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 4.3k | 315.40 |
| 2025-06-30 | $2.5M | 8.6k | 289.92 |
| 2025-03-31 | $1.5M | 6.1k | 245.31 |
| 2024-12-31 | $885k | 3.7k | 239.69 |
| 2024-09-30 | $733k | 3.5k | 210.89 |
| 2024-06-30 | $542k | 2.7k | 202.26 |
| 2024-03-31 | $439k | 2.2k | 200.28 |
| 2023-12-31 | $389k | 2.3k | 170.07 |
| 2023-09-30 | $292k | 2.0k | 144.99 |
| 2023-06-30 | $293k | 2.0k | 145.44 |
| 2023-03-31 | $232k | 1.8k | 130.33 |
| 2022-12-31 | $231k | 1.7k | 134.09 |
More positions owned by Whitaker-Myers Wealth Managers
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