Facet Wealth »

JPMorgan Chase & Co. shares owned by Facet Wealth

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $673k 3.0k 222.92
2024-06-30 $501k 2.3k 215.20
2024-03-31 $400k 2.1k 192.01
2023-12-31 $387k 2.2k 175.11
2023-09-30 $262k 1.9k 139.06

More positions owned by Facet Wealth

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Calif Mun Bd Etf (CMF)

View all positions for Facet 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.