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JPMorgan Chase & Co. shares owned by Cogent Strategic Wealth

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

Historical chart of Cogent Strategic Wealth investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Cogent Strategic Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $362k 1.2k 297.72

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Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
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View all positions for Cogent Strategic Wealth

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Bank of New York Mellon
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Capital Research Global Investors
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.