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JPMorgan Chase & Co. shares owned by Collaborative Wealth Managment

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

Historical chart of Collaborative Wealth Managment investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-12-31 $810k 2.5k 322.24

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Spdr Series Trust State Street Spd (SPYG)
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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPMD)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
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Spdr Series Trust State Street Spd (SPTM)
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Spdr Series Trust State Street Spd (SPMB)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Collaborative Wealth Managment

Top funds holding JPMorgan Chase & Co.

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

View all funds holding JPMorgan Chase & Co.