Ownership history in DEFINED WEALTH MANAGEMENT, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which DEFINED WEALTH MANAGEMENT, LLC reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 7,656 | -745 | -8.9% | 1.42% | $2.5M | $320.77 |
| 2025 Q3 | REDUCED | 8,401 | -264 | -3.0% | 1.54% | $2.6M | $312.49 |
| 2025 Q2 | REDUCED | 8,665 | -17 | -0.2% | 1.55% | $2.5M | $285.83 |
| 2025 Q1 | REDUCED | 8,682 | -271 | -3.0% | 1.43% | $2.1M | $240.37 |
| 2024 Q4 | ADDED | 8,953 | +60 | +0.7% | 1.42% | $2.1M | $233.69 |
| 2024 Q3 | ADDED | 8,893 | +73 | +0.8% | 1.22% | $1.9M | $204.31 |
| 2024 Q2 | ADDED | 8,820 | +64 | +0.7% | 1.24% | $1.8M | $194.90 |
| 2024 Q1 | ADDED | 8,756 | +7 | +0.1% | 1.26% | $1.8M | $191.89 |
| 2023 Q4 | ADDED | 8,749 | +43 | +0.5% | 1.14% | $1.5M | $161.96 |
| 2023 Q3 | REDUCED | 8,706 | -27 | -0.3% | 1.08% | $1.3M | $137.07 |
As of 2025 Q4 — sorted by position size