JPMorgan Chase & Co. shares owned by Wolff Financial Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wolff Financial Management
from 13F filings
Historical chart of Wolff Financial Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Wolff Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 3.2k | 315.43 |
| 2025-06-30 | $931k | 3.2k | 289.85 |
| 2025-03-31 | $787k | 3.2k | 245.25 |
| 2024-12-31 | $769k | 3.2k | 239.64 |
| 2024-09-30 | $677k | 3.2k | 210.97 |
| 2024-06-30 | $649k | 3.2k | 202.24 |
| 2024-03-31 | $643k | 3.2k | 200.37 |
| 2023-12-31 | $546k | 3.2k | 170.15 |
| 2023-09-30 | $465k | 3.2k | 144.91 |
| 2023-06-30 | $468k | 3.2k | 145.52 |
| 2023-03-31 | $419k | 3.2k | 130.29 |
| 2022-12-31 | $431k | 3.2k | 134.02 |
| 2022-09-30 | $337k | 3.2k | 104.24 |
| 2022-06-30 | $364k | 3.2k | 112.59 |
| 2022-03-31 | $441k | 3.2k | 136.41 |
| 2021-12-31 | $512k | 3.2k | 158.37 |
| 2021-09-30 | $526k | 3.2k | 163.56 |
| 2021-03-31 | $489k | 3.2k | 152.38 |
| 2020-12-31 | $408k | 3.2k | 127.14 |
| 2020-09-30 | $309k | 3.2k | 96.29 |
| 2020-06-30 | $304k | 3.2k | 93.94 |
| 2020-03-31 | $291k | 3.2k | 89.93 |
| 2019-12-31 | $312k | 2.2k | 139.60 |
| 2019-09-30 | $263k | 2.2k | 117.67 |
More positions owned by Wolff Financial Management
View all positions for Wolff Financial Management