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JPMorgan Chase & Co. shares owned by Accretive Wealth Partners

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

Historical chart of Accretive Wealth Partners investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Accretive Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $232k 735 315.43
2025-06-30 $207k 714 289.91
2020-12-31 $1.6M 13k 127.06

More positions owned by Accretive Wealth Partners

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
World Gold Tr Spdr Gld Minis (GLDM)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Sp Smcp600vl Etf (IJS)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Ishares Tr S&P SML 600 GWT (IJT)
Progressive Corporation (PGR)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Accretive Wealth Partners

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.