Cardinal Point Capital Management, ULC »

JPMorgan Chase & Co. shares owned by Cardinal Point Capital Management, ULC

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cardinal Point Capital Management, ULC from 13F filings

Historical chart of Cardinal Point Capital Management, ULC investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Cardinal Point Capital Management, ULC consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Cardinal Point Capital Management, ULC

Quarter filed Position value Share count Share price at filing
2025-09-30 $19M 60k 315.43
2025-06-30 $18M 61k 289.91
2025-03-31 $15M 61k 245.30

More positions owned by Cardinal Point Capital Management, ULC

Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Floatng Rat Trea (USFR)
Apple (AAPL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Rbc Cad (RY)
Pimco Etf Tr Multisector Bd (PYLD)
Alphabet Cap Stk Cl C (GOOG)
Toronto Dominion Bk Ont Com New (TD)
Ishares Gold Tr Ishares New (IAU)

View all positions for Cardinal Point Capital Management, ULC

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.