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JPMorgan Chase & Co. shares owned by CrossGen Wealth

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

Historical chart of CrossGen Wealth investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by CrossGen Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.4M 14k 322.23

More positions owned by CrossGen Wealth

Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Amazon (AMZN)
Goldman Sachs (GS)
Valero Energy Corporation (VLO)
Eaton Corporation SHS (ETN)
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)
Marathon Petroleum Corp (MPC)
Chubb (CB)
Cisco Systems (CSCO)

View all positions for CrossGen Wealth

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.