JPMorgan Chase & Co. shares owned by Zhang Financial
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Zhang Financial
from 13F filings
Historical chart of Zhang Financial investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Zhang Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.3M | 20k | 315.43 |
| 2025-06-30 | $5.6M | 19k | 289.90 |
| 2025-03-31 | $4.8M | 19k | 245.29 |
| 2024-12-31 | $3.0M | 12k | 239.71 |
| 2024-09-30 | $2.3M | 11k | 210.85 |
| 2024-06-30 | $2.3M | 11k | 202.26 |
| 2024-03-31 | $2.2M | 11k | 200.30 |
| 2023-12-31 | $1.8M | 11k | 170.10 |
| 2023-09-30 | $1.4M | 9.4k | 145.35 |
| 2023-06-30 | $1.4M | 9.4k | 146.51 |
| 2023-03-31 | $1.0M | 7.9k | 130.30 |
| 2022-12-31 | $1.2M | 9.1k | 134.08 |
| 2022-09-30 | $356k | 3.4k | 104.55 |
| 2022-06-30 | $539k | 4.8k | 112.62 |
| 2022-03-31 | $596k | 4.4k | 136.23 |
| 2021-12-31 | $500k | 3.2k | 158.58 |
| 2021-09-30 | $481k | 2.9k | 163.83 |
| 2021-06-30 | $258k | 1.7k | 155.80 |
| 2019-12-31 | $270k | 1.9k | 139.32 |
| 2019-06-30 | $912k | 8.2k | 111.86 |