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JPMorgan Chase & Co. shares owned by Spectrum Wealth Counsel

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

Historical chart of Spectrum Wealth Counsel investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Spectrum Wealth Counsel

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 61k 200.30
2023-12-31 $10M 61k 170.10

More positions owned by Spectrum Wealth Counsel

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Eli Lilly & Co Call Call Option (Principal) (LLY)
Ishares Tr Core Total Usd (IUSB)
Broadcom (AVGO)
TJX Companies (TJX)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)

View all positions for Spectrum Wealth Counsel

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.