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JPMorgan Chase & Co. shares owned by Blake Schutter Theil Wealth Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Blake Schutter Theil Wealth Advisors from 13F filings

Historical chart of Blake Schutter Theil Wealth Advisors investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Blake Schutter Theil Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Blake Schutter Theil Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 12k 210.86

More positions owned by Blake Schutter Theil Wealth Advisors

Schwab Strategic Tr 1000 Index Etf (SCHK)
Apple (AAPL)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Usa Qlt Fct (QUAL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Min Vol (USMV)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Oracle Corporation (ORCL)

View all positions for Blake Schutter Theil Wealth Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Nuveen Asset Management

View all funds holding JPMorgan Chase & Co.