Transatlantique Private Wealth »

JPMorgan Chase & Co. shares owned by Transatlantique Private Wealth

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.1M 21k 145.03
2023-06-30 $3.1M 21k 145.42
2023-03-31 $2.6M 20k 130.30
2022-12-31 $1.9M 14k 133.70
2022-09-30 $1.3M 13k 104.50
2022-06-30 $1.2M 10k 112.57

More positions owned by Transatlantique Private Wealth

Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Compass Minerals International (CMP)
JPMorgan Chase & Co. (JPM)
salesforce (CRM)
Thermo Fisher Scientific (TMO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Glob Hlthcre Etf (IXJ)
Metropcs Communications (TMUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Transatlantique 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.