Ball & Co Wealth Management »

JPMorgan Chase & Co. shares owned by Ball & Co Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Ball & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $266k 844 315.17
2025-06-30 $243k 840 289.29
2025-03-31 $204k 835 244.31
2024-12-31 $199k 831 239.47

More positions owned by Ball & Co Wealth Management

Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Specialized Funds Div App Etf (VIG)
Alps Etf Tr Alerian Mlp (AMLP)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Msci Usa Min Vol (USMV)
Series Portfolios Tr Eldridge Aaa Clo (CLOX)
Amgen (AMGN)
Etf Ser Solutions Defiance Quantum (QTUM)
Ishares Tr Russell 2000 Etf (IWM)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr Eafe Value Etf (EFV)
Fidelity Covington Trust Enhanced Large (FELG)

View all positions for Ball & Co Wealth Management

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.