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JPMorgan Chase & Co. shares owned by Bartlett & Co. Wealth Management

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

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

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All positions including JPMorgan Chase & Co. held by Bartlett & Co. 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 Bartlett & Co. Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $140M 821k 170.30
2023-09-30 $119M 819k 145.02

More positions owned by Bartlett & Co. Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Inc Class C cs (GOOG)
Berkshire Hathaway (BRK.B)
MasterCard Incorporated (MA)
JPMorgan Chase & Co. (JPM)
Procter & Gamble Company (PG)
Lowe's Companies (LOW)
Abbott Laboratories (ABT)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Pepsi (PEP)
TJX Companies (TJX)
Amgen (AMGN)
Vanguard S&P 500 ETF Ex Trd Eq Fd (VOO)

View all positions for Bartlett & Co. 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.