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JPMorgan Chase & Co. shares owned by Balanced Wealth Group

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

Historical chart of Balanced Wealth Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Balanced Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $275k 948 290.45
2025-06-30 $282k 952 296.30
2024-12-31 $205k 768 267.36
2024-03-31 $291k 1.5k 197.46
2023-12-31 $249k 1.5k 170.10

More positions owned by Balanced Wealth Group

Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
Spdr Series Trust S&P 400 MDCP GRW (MDYG)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Eaton Vance Tax Managed Buy Write Opport (ETV)
First Tr Exchange-traded SHS (FVD)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Balanced Wealth Group

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.