JPMorgan Chase & Co. shares owned by Williamson Legacy Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Williamson Legacy Group
from 13F filings
Historical chart of Williamson Legacy Group investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Williamson Legacy Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Williamson Legacy Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $853k | 2.7k | 315.43 |
| 2025-03-31 | $1.6M | 6.4k | 245.31 |
| 2024-12-31 | $1.3M | 5.3k | 239.72 |
| 2024-09-30 | $1.0M | 4.9k | 210.86 |
| 2024-06-30 | $739k | 3.7k | 202.26 |
| 2024-03-31 | $616k | 3.1k | 200.30 |