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JPMorgan Chase & Co. shares owned by Barlow Wealth Partners

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

Historical chart of Barlow Wealth Partners investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Barlow Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 78k 182.79
2023-12-31 $13M 78k 170.10

More positions owned by Barlow Wealth Partners

Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Visa Com Cl A (V)
Costco Wholesale Corporation (COST)
EOG Resources (EOG)
Houlihan Lokey Cl A (HLI)
Apple (AAPL)
Cummins (CMI)
Churchill Downs (CHDN)
Constellation Energy (CEG)
Vertex Pharmaceuticals Incorporated (VRTX)
TJX Companies (TJX)
S&p Global (SPGI)
Accenture Plc Ireland Shs Class A (ACN)
Icon SHS (ICLR)

View all positions for Barlow Wealth Partners

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.