JPMorgan Chase & Co. shares owned by Willner & Heller
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Willner & Heller
from 13F filings
Historical chart of Willner & Heller investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Willner & Heller
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 4.9k | 315.40 |
| 2025-06-30 | $1.4M | 5.0k | 289.90 |
| 2025-03-31 | $1.2M | 5.0k | 245.31 |
| 2024-12-31 | $1.2M | 5.0k | 239.73 |
| 2024-09-30 | $1.1M | 5.0k | 210.85 |
| 2024-06-30 | $1.1M | 5.3k | 202.26 |
| 2024-03-31 | $1.0M | 5.2k | 200.28 |
| 2023-12-31 | $895k | 5.3k | 170.10 |
| 2022-12-31 | $675k | 5.0k | 134.09 |
| 2022-09-30 | $544k | 5.2k | 104.47 |
| 2022-06-30 | $576k | 5.1k | 112.52 |
| 2022-03-31 | $770k | 4.9k | 158.34 |
| 2021-12-31 | $825k | 5.0k | 163.63 |