JPMorgan Chase & Co. shares owned by WorthPointe
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by WorthPointe
from 13F filings
Historical chart of WorthPointe investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by WorthPointe
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $473k | 1.5k | 322.22 |
| 2025-09-30 | $320k | 1.0k | 315.43 |
| 2025-06-30 | $295k | 1.0k | 289.91 |
| 2025-03-31 | $352k | 1.4k | 245.30 |
| 2024-12-31 | $371k | 1.5k | 239.77 |
| 2024-09-30 | $317k | 1.5k | 210.92 |
| 2024-06-30 | $246k | 1.2k | 202.26 |
| 2024-03-31 | $235k | 1.2k | 200.33 |
| 2023-12-31 | $347k | 2.0k | 170.08 |
| 2023-09-30 | $390k | 2.7k | 145.02 |
| 2023-06-30 | $294k | 2.0k | 145.44 |
| 2023-03-31 | $208k | 1.6k | 130.31 |
| 2021-12-31 | $203k | 1.3k | 155.20 |