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JPMorgan Chase & Co. shares owned by Arbor Wealth Advisors

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

Historical chart of Arbor Wealth Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Arbor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Arbor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $656k 3.1k 210.86
2024-06-30 $630k 3.1k 202.26
2024-03-31 $624k 3.1k 200.30
2023-12-31 $530k 3.1k 170.10

More positions owned by Arbor Wealth Advisors

Vanguard Index Fds Value Etf (VTV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
BorgWarner (BWA)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Lear Corp Com New (LEA)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Arbor Wealth Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.