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JPMorgan Chase & Co. shares owned by Corepath Wealth Partners

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

Historical chart of Corepath Wealth Partners investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Corepath Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $231k 934 247.34
2024-09-30 $238k 1.1k 221.38
2024-06-30 $201k 982 205.07

More positions owned by Corepath Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds Value Etf (VTV)

View all positions for Corepath Wealth Partners

Top funds holding JPMorgan Chase & Co.

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

View all funds holding JPMorgan Chase & Co.