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JPMorgan Chase & Co. shares owned by Bright Futures Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Bright Futures 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 Bright Futures Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $714k 3.6k 199.11
2024-03-31 $710k 3.6k 199.19

More positions owned by Bright Futures Wealth Management

Apple (AAPL)
Amazon (AMZN)
Spdr Ser Tr S&p Regl Bkg (KRE)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Pacer Fds Tr Pacer Us Small (CALF)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Blackstone Mtg Tr Com Cl A (BXMT)
Fidelity Covington Trust High Divid Etf (FDVV)
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr 1 3 Yr Treas Bd (SHY)
First Tr Exchange Traded Nasdq Cln Edge (GRID)

View all positions for Bright Futures Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Bank of America Corporation
Capital Research and Management Company - Division 3
Wellington Management Company
Capital World Investors
T. Rowe Price Associates
Northern Trust
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada

View all funds holding JPMorgan Chase & Co.