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JPMorgan Chase & Co. shares owned by Sanchez Wealth Management Group

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $365k 1.8k 200.28
2023-12-31 $309k 1.8k 170.07
2023-09-30 $266k 1.8k 145.04
2023-06-30 $264k 1.8k 145.44
2023-03-31 $237k 1.8k 130.34
2022-12-31 $243k 1.8k 134.10

More positions owned by Sanchez Wealth Management Group

Wisdomtree Tr Floatng Rat Trea (USFR)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Mmentm (MTUM)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
First Tr Exchange-traded Smid Risng Etf (SDVY)
John Hancock Exchange Traded Multifactor Mi (JHMM)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Proshares Tr S&p 500 Dv Arist (NOBL)

View all positions for Sanchez Wealth Management Group

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.