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JPMorgan Chase & Co. shares owned by Nauset Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2022-03-31 $275k 2.0k 136.48
2021-12-31 $230k 1.5k 158.40

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Ishares Tr Core S&p500 Etf (IVV)
Abrdn Etfs Bbrg All Commdy (BCD)
Apple (AAPL)
Blackstone Group Inc Com Cl A (BX)
Ishares Gold Tr Ishares New (IAU)
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Spdr Ser Tr S&p Bk Etf (KBE)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Nauset 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.