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JPMorgan Chase & Co. shares owned by Concentrum Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $413k 1.3k 322.22
2025-09-30 $406k 1.3k 315.43
2025-06-30 $339k 1.2k 289.91
2025-03-31 $247k 1.0k 245.30
2024-12-31 $225k 940 239.71

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View all positions for Concentrum Wealth Management

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.