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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
2024-03-31 $457k 2.7k 170.10

More positions owned by 1858 Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Cme (CME)
Ametek (AME)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Palo Alto Networks (PANW)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)
Merck & Co (MRK)
Amazon (AMZN)
Pacer Fds Tr Globl Cash Etf (GCOW)
Alphabet Cap Stk Cl C (GOOG)

View all positions for 1858 Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
Morgan Stanley
Geode Capital Management
FMR
Bank of America Corporation
Wellington Management Company
T. Rowe Price Associates
Northern Trust
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.