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JPMorgan Chase & Co. shares owned by BFI Wealth Solutions

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

Historical chart of BFI Wealth Solutions investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by BFI Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-06-30 $233k 713 327.33

More positions owned by BFI Wealth Solutions

Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Fundamental Us L (FNDX)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Schwab Strategic Tr Fundamental Intl (FNDF)
American Centy Etf Tr Avantis Us Larg (AVLC)
Schwab Strategic Tr Fundamental Intl (FNDC)
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Fund Em Equi Etf (FNDE)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)

View all positions for BFI Wealth Solutions

Top funds holding JPMorgan Chase & Co.

BlackRock
Vanguard Capital Management
State Street Corporation
Bank of America Corporation
Morgan Stanley
Vanguard Portfolio Management
Geode Capital Management
Norges Bank Investment Management
Northern Trust
Capital Research Global Investors
T. Rowe Price Associates
UBS Group
Goldman Sachs Group
FMR
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.