Cauble & Harre Wealth Management »

JPMorgan Chase & Co. shares owned by Cauble & Harre Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2026-03-31 $476k 1.6k 304.84

More positions owned by Cauble & Harre Wealth Management

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Gold Tr Ishares New (IAU)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Sprott Asset Management Physical Gold Tr (PHYS)
J P Morgan Exchange Traded F Income Etf (JPIE)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Select Sector Spdr Tr State Street Ene (XLE)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)
J P Morgan Exchange Traded F Active Value Etf (JAVA)

View all positions for Cauble & Harre Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Bank of America Corporation
Vanguard Portfolio Management
Geode Capital Management
FMR
Northern Trust
Capital Research Global Investors
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company
UBS Group

View all funds holding JPMorgan Chase & Co.