Brass Tax Wealth Management »

JPMorgan Chase & Co. shares owned by Brass Tax Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Brass Tax 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 Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 10k 315.44
2025-06-30 $3.0M 10k 289.92
2025-03-31 $2.4M 9.9k 245.30
2024-12-31 $2.4M 9.9k 239.72
2024-09-30 $2.1M 10k 210.85
2024-06-30 $599k 3.0k 202.26
2024-03-31 $350k 1.7k 200.30

More positions owned by Brass Tax Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Wellington Us Multifactor (VFMF)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Small Cp Etf (VB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Ishares Tr S&p 500 Val Etf (IVE)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Eli Lilly & Co. (LLY)

View all positions for Brass Tax 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.