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JPMorgan Chase & Co. shares owned by AllSquare Wealth Management

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

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

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

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.5M 7.5k 202.25
2024-03-31 $1.5M 7.3k 200.29
2023-12-31 $1.2M 7.3k 170.09
2023-09-30 $1.0M 7.2k 145.01
2023-06-30 $995k 7.2k 137.45
2023-03-31 $944k 7.2k 130.30
2022-12-31 $880k 6.6k 134.09
2022-09-30 $686k 6.6k 104.48
2022-06-30 $739k 6.6k 112.55
2022-03-31 $895k 6.6k 136.31
2021-12-31 $1.1M 7.1k 158.34
2021-09-30 $1.2M 7.2k 163.70
2021-06-30 $1.2M 7.4k 155.49
2021-03-31 $1.1M 7.4k 152.16
2020-12-31 $949k 7.5k 127.11
2020-09-30 $804k 8.4k 96.25
2020-06-30 $786k 8.4k 94.10
2020-03-31 $692k 7.7k 90.02
2019-12-31 $1.1M 8.2k 139.37
2019-09-30 $982k 8.3k 117.63
2019-06-30 $953k 8.5k 111.82
2019-03-31 $949k 9.4k 101.25
2018-12-31 $934k 9.6k 97.57
2018-09-30 $1.2M 10k 112.88
2018-06-30 $1.1M 10k 104.23
2018-03-31 $1.1M 9.6k 109.92
2017-12-31 $1.1M 9.8k 106.94
2017-09-30 $939k 9.8k 95.49
2017-03-31 $870k 9.9k 87.88
2016-12-31 $828k 9.6k 86.26
2016-09-30 $641k 9.6k 66.55
2016-06-30 $589k 9.5k 62.12
2016-03-31 $603k 10k 59.23
2015-12-31 $580k 8.8k 66.05
2015-09-30 $499k 8.2k 60.99
2015-06-30 $541k 8.0k 67.79
2015-03-31 $467k 7.7k 60.61
2014-12-31 $482k 7.7k 62.56

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total International Bond Etf Etf (BNDX)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Apple Stock (AAPL)
Microsoft Stock (MSFT)
Schwab International Equity Etf Etf (SCHF)
Schwab Emerging Market Eq Etf Etf (SCHE)
Google Stock (GOOGL)
Vanguard Total World Stock Etf Etf (VT)
Jpmorgan Ultra-short Income Etf Etf (JPST)

View all positions for AllSquare 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.