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JPMorgan Chase & Co. shares owned by Fidato Wealth

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2025-03-31 $282k 1.1k 245.30
2024-12-31 $275k 1.1k 239.71

More positions owned by Fidato Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p500 Etf (IVV)
Sherwin-Williams Company (SHW)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core 60/40 Balan (AOR)
Ishares Tr Core 80/20 Aggre (AOA)
Progressive Corporation (PGR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Nextera Energy (NEE)
Masco Corporation (MAS)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Fidato Wealth

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.