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JPMorgan Chase & Co. shares owned by David Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-06-30 $377k 1.3k 289.97
2025-03-31 $316k 1.3k 245.35
2024-12-31 $311k 1.3k 239.95

More positions owned by David Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Inflation Prote (DFIP)
Danaher Corporation (DHR)
NVIDIA Corporation (NVDA)
Truist Financial Corp equities (TFC)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Marriott Intl Cl A (MAR)

View all positions for David Wealth Management

Top funds holding JPMorgan Chase & Co.

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

View all funds holding JPMorgan Chase & Co.