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JPMorgan Chase & Co. shares owned by Garrett Wealth Advisory Group

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

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

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Garrett Wealth 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 Garrett Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $302k 1.5k 200.30
2023-12-31 $256k 1.5k 170.14
2023-09-30 $210k 1.4k 145.03
2019-09-30 $48k 408 117.69

More positions owned by Garrett Wealth Advisory Group

Wisdomtree Tr Us Largecap Fund (EPS)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio S&p600 (SPSM)
First Tr Nas100 Eq Weighted SHS (QQEW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Min Vol (USMV)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Msci Usa Mmentm (MTUM)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Garrett Wealth 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.