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JPMorgan Chase & Co. shares owned by Ameliora Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.6M 23k 200.30
2023-12-31 $3.9M 23k 170.10
2023-09-30 $2.6M 18k 145.02
2023-06-30 $2.5M 18k 145.44
2023-03-31 $2.7M 21k 130.31
2022-12-31 $4.1M 30k 134.10
2022-09-30 $1.4M 14k 103.54

More positions owned by Ameliora Wealth Management

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Investment Grade (IGEB)
Spdr Ser Tr Bloomberg Invt (FLRN)
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Metropcs Communications (TMUS)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&P500 EQL WGT (RSP)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)

View all positions for Ameliora Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.