JPMorgan Chase & Co. shares owned by WP Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by WP Advisors
from 13F filings
Historical chart of WP Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by WP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 18k | 315.44 |
| 2025-06-30 | $5.1M | 18k | 289.92 |
| 2025-03-31 | $4.2M | 17k | 245.31 |
| 2024-12-31 | $4.2M | 17k | 239.71 |
| 2024-09-30 | $3.6M | 17k | 210.86 |
| 2024-06-30 | $3.7M | 18k | 202.26 |
| 2024-03-31 | $3.7M | 18k | 200.30 |
| 2023-12-31 | $3.1M | 19k | 170.10 |
| 2023-09-30 | $2.6M | 18k | 145.02 |
| 2023-06-30 | $2.6M | 18k | 145.44 |
| 2023-03-31 | $2.3M | 18k | 130.31 |
| 2022-12-31 | $2.5M | 19k | 134.10 |
| 2022-09-30 | $1.9M | 19k | 104.48 |
| 2022-06-30 | $2.1M | 18k | 112.58 |
| 2022-03-31 | $2.5M | 18k | 136.34 |
| 2021-12-31 | $3.0M | 19k | 158.36 |
| 2021-09-30 | $3.2M | 19k | 163.71 |
| 2021-06-30 | $3.1M | 20k | 155.54 |
| 2021-03-31 | $3.0M | 20k | 152.23 |
| 2020-12-31 | $2.5M | 20k | 127.09 |
| 2020-09-30 | $1.8M | 19k | 96.27 |
| 2020-06-30 | $581k | 6.2k | 94.01 |
| 2020-03-31 | $471k | 5.2k | 89.94 |
| 2019-12-31 | $579k | 4.2k | 139.48 |
| 2019-09-30 | $485k | 4.1k | 117.66 |
| 2019-06-30 | $458k | 4.1k | 111.90 |
| 2019-03-31 | $4.1M | 4.1k | 1012.29 |
| 2018-12-31 | $366k | 3.7k | 97.63 |
| 2018-09-30 | $433k | 3.8k | 112.85 |
| 2018-06-30 | $398k | 3.8k | 104.22 |
| 2018-03-31 | $410k | 3.7k | 110.07 |
| 2017-12-31 | $360k | 3.4k | 106.86 |
| 2017-09-30 | $328k | 3.4k | 95.63 |
| 2017-06-30 | $312k | 3.4k | 91.44 |
| 2017-03-31 | $338k | 3.8k | 87.93 |