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JPMorgan Chase & Co. shares owned by Portside Wealth Group

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

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

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All positions including JPMorgan Chase & Co. held by Portside Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Portside Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.9M 20k 200.30
2023-12-31 $3.4M 20k 170.10
2023-09-30 $3.0M 21k 145.05
2023-06-30 $3.2M 22k 145.44

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View all positions for Portside Wealth Group

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.