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JPMorgan Chase & Co. shares owned by Allen Wealth Management

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

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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $660k 3.1k 210.86
2024-06-30 $634k 3.1k 202.26
2024-03-31 $587k 2.9k 200.30

More positions owned by Allen Wealth Management

Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Alps Etf Tr Alerian Mlp (AMLP)
Vanguard World Energy Etf (VDE)
Exxon Mobil Corporation (XOM)
Chevron Corporation (CVX)
Lockheed Martin Corporation (LMT)
Cisco Systems (CSCO)
Pfizer (PFE)
Merck & Co (MRK)
Apple (AAPL)
Public Storage (PSA)
Dow (DOW)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Citigroup Com New (C)

View all positions for Allen Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
T. Rowe Price Associates
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company
Royal Bank of Canada
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Nuveen Asset Management

View all funds holding JPMorgan Chase & Co.