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JPMorgan Chase & Co. shares owned by 4J Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by 4J Wealth Management from 13F filings

Historical chart of 4J Wealth Management investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by 4J 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 4J Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $233k 1.1k 210.85
2024-06-30 $253k 1.3k 202.21
2024-03-31 $251k 1.3k 200.37
2023-12-31 $213k 1.3k 170.12

More positions owned by 4J Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Us Treas Bd Etf (GOVT)
T Rowe Price Etf Cap Appreciation (TCAF)
T Rowe Price Etf Floating Rate (TFLR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)
Apple (AAPL)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Ishares Tr Global Tech Etf (IXN)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Northrop Grumman Corporation (NOC)

View all positions for 4J 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.