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JPMorgan Chase & Co. shares owned by Brickley Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $319k 1.0k 315.43
2025-06-30 $235k 811 289.91
2021-12-31 $203k 1.3k 158.72
2021-09-30 $202k 1.2k 163.56
2019-12-31 $289k 2.1k 139.21
2019-09-30 $239k 2.0k 117.62
2019-06-30 $230k 2.1k 111.70

More positions owned by Brickley Wealth Management

Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Msci Usa Mmentm (MTUM)

View all positions for Brickley 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.