JPMorgan Chase & Co. shares owned by Zrc Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Zrc Wealth Management
from 13F filings
Historical chart of Zrc Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Zrc Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Zrc Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 3.4k | 315.46 |
| 2025-06-30 | $949k | 3.3k | 289.94 |
| 2025-03-31 | $806k | 3.3k | 245.32 |
| 2024-12-31 | $791k | 3.3k | 239.73 |
| 2024-09-30 | $692k | 3.3k | 210.84 |
| 2024-06-30 | $663k | 3.3k | 202.27 |
| 2024-03-31 | $657k | 3.3k | 200.33 |
| 2023-12-31 | $478k | 3.3k | 145.02 |
| 2023-09-30 | $107k | 735 | 145.04 |
| 2023-06-30 | $107k | 734 | 145.53 |
| 2023-03-31 | $96k | 734 | 130.26 |