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JPMorgan Chase & Co. shares owned by Boulder Wealth Advisors

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

Historical chart of Boulder Wealth Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Boulder 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 Boulder Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $249k 774 322.28
2022-12-31 $43k 320 134.38

More positions owned by Boulder Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Capital Group Growth Etf Shs Creation Uni (CGGR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Spdr Series Trust State Street Spd (SPYG)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)
Broadcom (AVGO)
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)

View all positions for Boulder Wealth Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Bank of New York Mellon
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Capital Research Global Investors
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.