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JPMorgan Chase & Co. shares owned by AAFCPAs Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by AAFCPAs Wealth Management from 13F filings

Historical chart of AAFCPAs Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by AAFCPAs Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by AAFCPAs Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $228k 1.1k 200.25
2023-12-31 $223k 1.3k 170.06
2023-06-30 $202k 1.4k 145.41
2023-03-31 $233k 1.8k 130.36

More positions owned by AAFCPAs Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Fidelity Covington Trust Enhanced Large (FELC)
Alphabet Cap Stk Cl C (GOOG)
Invesco Exchange Traded Fd T Intl Divi Achi (PID)

View all positions for AAFCPAs Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.