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JPMorgan Chase & Co. shares owned by Sonoma Private Wealth

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

Historical chart of Sonoma Private Wealth investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Sonoma Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $268k 1.3k 200.30
2023-12-31 $272k 1.6k 170.10
2023-09-30 $244k 1.7k 145.02
2023-06-30 $244k 1.7k 145.44
2022-12-31 $201k 1.5k 134.10

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View all positions for Sonoma Private Wealth

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.