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JPMorgan Chase & Co. shares owned by LJI Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.8M 26k 145.02
2023-06-30 $3.7M 301k 12.30
2023-03-31 $3.3M 25k 130.31
2022-12-31 $3.4M 25k 134.10

More positions owned by LJI Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple Put Option (AAPL)
Amplify Etf Tr High Income (YYY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
JPMorgan Chase & Co. (JPM)

View all positions for LJI Wealth Management

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.