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JPMorgan Chase & Co. shares owned by Enzi Wealth

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $274k 1.2k 221.48
2024-06-30 $264k 1.3k 204.79
2024-03-31 $216k 1.2k 182.89
2022-12-31 $336k 2.4k 138.45
2022-09-30 $328k 2.4k 135.15

More positions owned by Enzi Wealth

John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core S&p Scp Etf (IJR)
Exxon Mobil Corporation (XOM)
Ishares Tr Msci Usa Min Vol (USMV)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
American Centy Etf Tr Avantis Us Mid C (AVMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Emerging Mkt Val (AVES)

View all positions for Enzi Wealth

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.