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JPMorgan Chase & Co. shares owned by Cedarwood Wealth

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

Historical chart of Cedarwood Wealth investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Cedarwood Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Cedarwood Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $578k 2.0k 294.19
2025-12-31 $512k 1.7k 300.99

More positions owned by Cedarwood Wealth

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Tidal Trust I Fundstrat Granny (GRNY)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Select Sector Spdr Tr State Street Tec (XLK)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Cedarwood Wealth

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
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
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.