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JPMorgan Chase & Co. shares owned by Significant Wealth Partners

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

Historical chart of Significant Wealth Partners investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Significant Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $240k 1.2k 200.31
2023-12-31 $242k 1.4k 170.10

More positions owned by Significant Wealth Partners

Sixth Street Specialty Lending (TSLX)
Orchid Is Cap Com New (ORC)
Oaktree Specialty Lending Corp (OCSL)
Cornerstone Total Rtrn Fd In (CRF)
International Seaways (INSW)
Guggenheim Strategic Opportu Com Sbi (GOF)
Dht Holdings Shs New (DHT)
Frontline (FRO)
Cornerstone Strategic Value (CLM)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Arch Resources Cl A (ARCH)
Nextera Energy Partners Com Unit Part In (NEP)
Newmont Mining Corporation (NEM)
Danaos Corporation SHS (DAC)
Nordic American Tanker Shippin (NAT)

View all positions for Significant Wealth Partners

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.