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JPMorgan Chase & Co. shares owned by Austin Wealth Management

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $318k 1.1k 294.11
2025-06-30 $377k 1.3k 296.24
2025-03-31 $312k 1.3k 244.64
2024-12-31 $282k 1.1k 259.16

More positions owned by Austin Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
World Gold Tr Spdr Gld Minis (GLDM)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
American Centy Etf Tr International Lr (AVIV)

View all positions for Austin Wealth Management

Top funds holding JPMorgan Chase & Co.

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Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
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Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.