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JPMorgan Chase & Co. shares owned by APCM Wealth Management for Individuals

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

Historical chart of APCM Wealth Management for Individuals investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by APCM Wealth Management for Individuals consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by APCM Wealth Management for Individuals

Quarter filed Position value Share count Share price at filing
2025-09-30 $367k 1.2k 315.43
2025-06-30 $337k 1.2k 289.91
2019-12-31 $330k 2.4k 139.42

More positions owned by APCM Wealth Management for Individuals

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Flexshares Tr Stoxx Globr Inf (NFRA)
Ishares Tr Core Msci Eafe (IEFA)
New York Life Investments Et Nyli Hedge Multi (QAI)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
J P Morgan Exchange Traded F Betbuld Msci (BBRE)
Ishares Tr National Mun Etf (MUB)
Spdr Series Trust Nuveen Ice Short (SHM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Abrdn Etfs Bbrg All Commdy (BCD)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for APCM Wealth Management for Individuals

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.