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JPMorgan Chase & Co. shares owned by Clientfirst Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-09-30 $217k 1.5k 144.08
2023-06-30 $225k 1.5k 149.77
2022-12-31 $202k 1.5k 134.10
2022-09-30 $203k 1.5k 134.97
2022-03-31 $205k 1.5k 136.30
2021-12-31 $212k 1.5k 140.96

More positions owned by Clientfirst Wealth Management

Dillards Cl A (DDS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Pfd And Incm Sec (PFF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Clientfirst Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.