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JPMorgan Chase & Co. shares owned by Avid Wealth Partners

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

Historical chart of Avid Wealth Partners investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Avid Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $285k 1.2k 239.71
2024-09-30 $232k 1.1k 210.86
2024-06-30 $222k 1.1k 202.26

More positions owned by Avid Wealth Partners

Ishares Tr S&p 100 Etf (OEF)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
World Gold Tr Spdr Gld Minis (GLDM)
Global X Fds Global X Uranium (URA)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Msci Emrg Chn (EMXC)
Invesco Actively Managed Exc Total Return (GTO)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Wisdomtree Tr India Erngs Fd (EPI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Avid Wealth Partners

Top funds holding JPMorgan Chase & Co.

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

View all funds holding JPMorgan Chase & Co.