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JPMorgan Chase & Co. shares owned by Anchor Pointe Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-12-31 $331k 1.4k 239.32

More positions owned by Anchor Pointe Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Procter & Gamble Company (PG)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
NVIDIA Corporation (NVDA)

View all positions for Anchor Pointe Wealth Management

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.