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JPMorgan Chase & Co. shares owned by Cassaday & Co Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.5M 21k 170.10
2023-09-30 $3.0M 20k 145.02
2023-06-30 $3.1M 21k 145.44
2023-03-31 $2.8M 22k 130.31
2022-12-31 $3.0M 22k 134.10

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Cassaday & Co Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.