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JPMorgan Chase & Co. shares owned by Silvia Mccoll Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 6.0k 195.47
2023-12-31 $1.0M 5.9k 170.10
2023-09-30 $879k 6.1k 145.02
2023-06-30 $963k 6.6k 145.44
2023-03-31 $862k 6.6k 130.31
2022-12-31 $859k 6.4k 134.10

More positions owned by Silvia Mccoll Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Costco Wholesale Corporation (COST)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Global Tech Etf (IXN)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Silvia Mccoll 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.