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JPMorgan Chase & Co. shares owned by Jessup Wealth Management

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

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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 15k 200.30
2023-12-31 $8.1M 48k 170.10
2023-09-30 $7.0M 48k 145.02
2023-06-30 $2.2M 15k 145.44
2023-03-31 $2.0M 16k 130.31
2022-12-31 $2.0M 15k 134.10

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Apple (AAPL)
Advanced Micro Devices (AMD)
Spdr Ser Tr Bloomberg High Y (JNK)
NVIDIA Corporation (NVDA)
Micron Technology (MU)
Ishares Tr Russell 2000 Etf (IWM)
Qualcomm (QCOM)
Sherwin-Williams Company (SHW)
Carlyle Group (CG)
Ball Corporation (BALL)
Intuit (INTU)
Macerich Company (MAC)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Crowdstrike Hldgs Cl A (CRWD)

View all positions for Jessup Wealth Management

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.