JPMorgan Chase & Co. shares owned by Yoder Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Yoder Wealth Management
from 13F filings
Historical chart of Yoder Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Yoder Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Yoder Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $500k | 1.6k | 315.43 |
| 2025-06-30 | $440k | 1.5k | 289.91 |
| 2025-03-31 | $330k | 1.3k | 245.30 |
| 2024-12-31 | $344k | 1.4k | 239.71 |
| 2024-09-30 | $295k | 1.4k | 210.86 |
| 2024-06-30 | $277k | 1.4k | 202.26 |
| 2024-03-31 | $278k | 1.4k | 200.30 |
| 2023-12-31 | $265k | 1.6k | 170.10 |
| 2023-09-30 | $220k | 1.5k | 145.02 |
| 2023-06-30 | $203k | 1.4k | 145.44 |