Broadway Wealth Solutions »

JPMorgan Chase & Co. shares owned by Broadway Wealth Solutions

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

Historical chart of Broadway Wealth Solutions investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Broadway Wealth Solutions 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 Broadway Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $689k 2.2k 315.43
2025-06-30 $671k 2.3k 289.87
2025-03-31 $511k 2.1k 245.33

More positions owned by Broadway Wealth Solutions

Spdr Series Trust Portfolio S&p500 (SPLG)
Federated Hermes Etf Trust Hermes Total Ret (FTRB)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Fidelity Covington Trust Enhanced Mid (FMDE)
Dimensional Etf Trust Intl Small Cap E (DFIS)
J P Morgan Exchange Traded F Active Growth (JGRO)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Amazon (AMZN)

View all positions for Broadway Wealth Solutions

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.