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JPMorgan Chase & Co. shares owned by Adamsbrown Wealth Consultants

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

Historical chart of Adamsbrown Wealth Consultants investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Adamsbrown Wealth Consultants

Quarter filed Position value Share count Share price at filing
2024-03-31 $272k 1.4k 200.26
2023-12-31 $222k 1.3k 170.08

More positions owned by Adamsbrown Wealth Consultants

Schwab Strategic Tr Us Dividend Eq (SCHD)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Ishares Tr Hdg Msci Eafe (HEFA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Apple (AAPL)
Ishares Tr Msci Intl Qualty (IQLT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Exxon Mobil Corporation (XOM)

View all positions for Adamsbrown Wealth Consultants

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.