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JPMorgan Chase & Co. shares owned by 1858 Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by 1858 Wealth Management from 13F filings

Historical chart of 1858 Wealth Management investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by 1858 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 1858 Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $874k 4.1k 210.86
2024-06-30 $737k 3.6k 202.26
2024-03-31 $457k 2.7k 170.10

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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
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View all positions for 1858 Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.