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JPMorgan Chase & Co. shares owned by Bridgewealth Advisory Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Bridgewealth Advisory Group from 13F filings

Historical chart of Bridgewealth Advisory Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Bridgewealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Bridgewealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $739k 3.7k 200.32
2023-12-31 $697k 4.1k 170.09
2023-09-30 $614k 4.2k 145.01
2023-06-30 $615k 4.2k 145.45
2023-03-31 $577k 4.4k 130.32
2022-12-31 $593k 4.4k 134.09

More positions owned by Bridgewealth Advisory Group

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
United Security Bancshares (UBFO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Vanguard Index Fds Mid Cap Etf (VO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Pimco Etf Tr Muni Income Opp (MINO)

View all positions for Bridgewealth Advisory Group

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
Morgan Stanley
Geode Capital Management
FMR
Bank of America Corporation
Wellington Management Company
T. Rowe Price Associates
Northern Trust
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.