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JPMorgan Chase & Co. shares owned by Emerson Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2022-06-30 $11k 102 107.84
2022-03-31 $14k 102 137.25

More positions owned by Emerson Wealth Management

Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Cohen Steer Reit (ICF)
Ishares Tr National Mun Etf (MUB)

View all positions for Emerson Wealth Management

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.