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JPMorgan Chase & Co. shares owned by Bsc Private Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Bsc Private 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 Bsc Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 4.4k 315.46
2025-06-30 $1.3M 4.4k 289.91
2025-03-31 $1.1M 4.4k 245.32
2024-12-31 $1.0M 4.3k 239.71
2024-09-30 $997k 4.7k 210.88
2024-06-30 $491k 2.4k 202.29
2024-03-31 $260k 1.3k 200.30
2023-12-31 $235k 1.4k 170.10
2023-06-30 $207k 1.4k 145.44
2022-12-31 $226k 1.7k 134.10
2022-03-31 $223k 1.6k 136.39
2021-12-31 $271k 1.7k 158.48
2021-09-30 $336k 2.1k 163.58
2021-06-30 $322k 2.1k 155.41
2021-03-31 $327k 2.1k 152.38
2020-12-31 $282k 2.2k 127.03
2020-09-30 $261k 2.7k 96.10
2020-06-30 $255k 2.7k 93.89
2020-03-31 $274k 3.0k 89.95
2019-12-31 $569k 4.1k 139.36
2019-09-30 $499k 4.2k 117.61
2019-06-30 $596k 5.3k 111.84
2019-03-31 $643k 6.4k 101.18
2018-12-31 $696k 7.1k 97.68
2018-09-30 $658k 5.8k 112.86
2018-06-30 $544k 5.2k 104.25
2018-03-31 $574k 5.2k 110.00
2017-12-31 $558k 5.2k 106.94
2017-09-30 $521k 5.4k 96.43
2017-06-30 $469k 5.0k 93.11
2017-03-31 $439k 5.1k 86.13
2016-12-31 $461k 5.3k 87.20
2016-09-30 $342k 5.1k 66.52
2016-06-30 $268k 4.4k 60.24

More positions owned by Bsc Private Wealth Management

Ishares U S Etf Tr Short Duration B (NEAR)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Intl Eqty Factor (INTF)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Ishs 1-5yr Invs (IGSB)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Mbs Etf (MBB)
Vaneck Etf Trust Gold Miners Etf (GDX)
American Centy Etf Tr Avantis Emerging (AVXC)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Bsc Private 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.