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JPMorgan Chase & Co. shares owned by Catalytic Wealth RIA

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

Historical chart of Catalytic Wealth RIA investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.1M 20k 200.30
2023-12-31 $2.9M 17k 170.10

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Microsoft Corporation (MSFT)
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Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
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View all positions for Catalytic Wealth RIA

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.