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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
2023-12-31 $205k 1.2k 170.10

More positions owned by Dodds Wealth

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Dodds Wealth

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.