JPMorgan Chase & Co. shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $180M | 570k | 315.43 |
| 2025-06-30 | $166M | 572k | 289.91 |
| 2025-03-31 | $142M | 579k | 245.30 |
| 2024-12-31 | $138M | 575k | 239.71 |
| 2024-09-30 | $122M | 578k | 210.86 |
| 2024-06-30 | $117M | 579k | 202.26 |
| 2024-03-31 | $116M | 578k | 200.30 |
| 2023-09-30 | $90M | 618k | 145.02 |
| 2023-06-30 | $92M | 636k | 145.44 |
| 2023-03-31 | $84M | 644k | 130.31 |
| 2022-12-31 | $82M | 609k | 134.10 |
| 2022-09-30 | $64M | 615k | 104.50 |
| 2022-06-30 | $69M | 614k | 112.61 |
| 2022-03-31 | $84M | 612k | 136.32 |
| 2021-12-31 | $97M | 614k | 158.35 |
| 2021-09-30 | $97M | 593k | 163.69 |
| 2021-06-30 | $92M | 593k | 155.54 |
| 2021-03-31 | $89M | 585k | 152.23 |
| 2020-12-31 | $74M | 578k | 127.07 |
| 2020-09-30 | $55M | 567k | 96.27 |
| 2020-06-30 | $54M | 570k | 94.06 |
| 2020-03-31 | $49M | 548k | 90.03 |
| 2019-12-31 | $78M | 559k | 139.40 |
| 2019-09-30 | $63M | 537k | 117.69 |
More positions owned by Williams Jones Wealth Management
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