JPMorgan Chase & Co. shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 43k | 315.43 |
| 2025-06-30 | $13M | 43k | 289.91 |
| 2025-03-31 | $11M | 43k | 245.30 |
| 2024-12-31 | $13M | 52k | 239.71 |
| 2024-09-30 | $11M | 53k | 210.86 |
| 2024-06-30 | $11M | 55k | 202.26 |
| 2024-03-31 | $12M | 62k | 200.30 |
| 2023-12-31 | $11M | 64k | 170.10 |
| 2023-09-30 | $9.4M | 65k | 145.02 |
| 2023-06-30 | $9.9M | 68k | 145.44 |
| 2023-03-31 | $9.0M | 69k | 130.31 |
| 2022-12-31 | $9.3M | 69k | 134.10 |
| 2022-09-30 | $7.8M | 74k | 104.50 |
| 2022-06-30 | $7.4M | 65k | 112.62 |
| 2022-03-31 | $8.7M | 64k | 136.32 |
| 2021-12-31 | $9.0M | 57k | 158.36 |
| 2021-09-30 | $9.2M | 57k | 163.70 |
| 2021-06-30 | $8.7M | 56k | 155.54 |
| 2021-03-31 | $8.5M | 56k | 152.24 |
| 2020-12-31 | $6.9M | 54k | 127.07 |
| 2020-09-30 | $5.3M | 55k | 96.25 |
| 2020-06-30 | $4.8M | 51k | 94.04 |
| 2020-03-31 | $4.2M | 47k | 90.01 |
| 2019-12-31 | $7.3M | 52k | 139.39 |
| 2019-09-30 | $6.2M | 52k | 117.68 |
| 2019-06-30 | $5.9M | 53k | 111.79 |
| 2019-03-31 | $5.3M | 52k | 101.21 |
| 2018-12-31 | $5.3M | 55k | 97.62 |
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