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JPMorgan Chase & Co. shares owned by Tradewinds Capital Management

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

Historical chart of Tradewinds Capital Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Tradewinds Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $214k 1.1k 200.30
2023-12-31 $182k 1.1k 170.10
2023-09-30 $156k 1.1k 145.02
2023-06-30 $156k 1.1k 145.44
2023-03-31 $139k 1.1k 130.31
2022-12-31 $162k 1.2k 134.10
2022-09-30 $112k 1.1k 104.87
2022-06-30 $119k 1.1k 112.48
2022-03-31 $241k 1.8k 136.54
2021-12-31 $294k 1.9k 158.49
2021-09-30 $294k 1.8k 163.79
2021-06-30 $279k 1.8k 155.43
2021-03-31 $276k 1.8k 152.07
2020-12-31 $228k 1.8k 127.02
2020-09-30 $173k 1.8k 96.38
2020-06-30 $188k 2.0k 94.24
2020-03-31 $181k 2.0k 90.18
2019-12-31 $359k 2.6k 139.31
2019-09-30 $309k 2.6k 117.62
2019-06-30 $271k 2.4k 111.61
2019-03-31 $246k 2.4k 101.36
2018-12-31 $241k 2.5k 97.45
2018-09-30 $247k 2.2k 112.94
2018-06-30 $228k 2.2k 104.25
2018-03-31 $279k 2.5k 110.02
2017-12-31 $271k 2.5k 106.86
2017-09-30 $242k 2.5k 95.46
2017-06-30 $232k 2.5k 91.55
2017-03-31 $239k 2.7k 87.90
2016-12-31 $173k 2.0k 86.41
2016-09-30 $145k 2.2k 66.73
2016-06-30 $104k 1.7k 62.20
2016-03-31 $103k 1.7k 59.40
2015-12-31 $118k 1.8k 65.81
2015-09-30 $118k 1.9k 61.17
2015-06-30 $132k 1.9k 67.94
2015-03-31 $55k 901 61.04
2014-12-31 $75k 1.2k 62.60
2014-09-30 $98k 1.6k 59.98
2014-06-30 $94k 1.6k 57.53
2014-03-31 $122k 2.0k 60.76
2013-12-31 $121k 2.1k 58.40

More positions owned by Tradewinds Capital Management

Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Msci India Etf (INDA)
Ishares Tr Conv Bd Etf (ICVT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Tradewinds Capital 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.