JPMorgan Chase & Co. shares owned by White Lighthouse Investment Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by White Lighthouse Investment Management
from 13F filings
Historical chart of White Lighthouse Investment Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by White Lighthouse Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $535k | 1.7k | 315.34 |
| 2025-06-30 | $554k | 1.9k | 289.95 |
| 2025-03-31 | $481k | 2.0k | 245.27 |
| 2024-12-31 | $437k | 1.8k | 239.71 |
| 2024-09-30 | $379k | 1.8k | 210.86 |
| 2024-06-30 | $361k | 1.8k | 202.26 |
| 2024-03-31 | $276k | 1.4k | 200.30 |
| 2023-12-31 | $234k | 1.4k | 170.10 |
| 2021-09-30 | $201k | 1.2k | 163.81 |
| 2021-06-30 | $206k | 1.3k | 155.24 |
| 2021-03-31 | $204k | 1.3k | 152.01 |
| 2019-12-31 | $238k | 1.7k | 139.26 |
More positions owned by White Lighthouse Investment Management
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