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JPMorgan Chase & Co. shares owned by Atlantic Private Wealth

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

Historical chart of Atlantic Private Wealth investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Atlantic Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $76k 242 314.81
2025-06-30 $70k 242 289.33
2025-03-31 $49k 200 245.30
2024-12-31 $48k 200 239.71
2024-09-30 $42k 200 210.86

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iShares TR 0-3 MNTH Etf (SGOV)
Vanguard Extended Etf (VXF)
iShares iBonds Dec 2034 Term Treasury ETF Etf (IBTP)
iShares iBonds Dec 2026 Term Treasury ETF Etf (IBTG)
Vanguard World Etf (ESGV)
iShares iBonds Dec 2032 Term Treasury ETF Etf (IBTM)
iShares TR Esg Awr Etf (EAGG)
Ishares Ibonds Dec 2027 Term T (IBTH)
iShares TR Esg SCRND Etf (XVV)
Select Sector SPDR Etf (XLE)
iShares Trust Esg Etf (DMXF)
Vanguard Intl Equity Etf (VEU)

View all positions for Atlantic Private Wealth

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.