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JPMorgan Chase & Co. shares owned by Dodds Wealth

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2024-12-31 $436k 1.7k 262.84
2024-09-30 $353k 1.7k 212.84
2024-06-30 $308k 1.5k 207.63
2024-03-31 $257k 1.3k 200.30
2023-12-31 $205k 1.2k 170.10

More positions owned by Dodds Wealth

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Us Treas Bd Etf (GOVT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Real Estate Etf (VNQ)
Select Sector Spdr Tr Technology (XLK)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Dodds Wealth

Top funds holding JPMorgan Chase & Co.

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
Legal & General Group

View all funds holding JPMorgan Chase & Co.