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JPMorgan Chase & Co. shares owned by Kfg Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $319k 1.6k 200.30
2023-12-31 $262k 1.5k 170.10
2023-09-30 $237k 1.6k 145.02
2023-06-30 $224k 1.5k 145.44
2022-12-31 $206k 1.5k 134.10

More positions owned by Kfg Wealth Management

Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Innovator Etfs Trust Power Buffer Set (PSTP)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Ishares Tr Cohen Steer Reit (ICF)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Us Aggbd Et (AGG)
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)
Ark Etf Tr Fintech Innova (ARKF)
Apple (AAPL)

View all positions for Kfg 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.