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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
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.