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JPMorgan Chase & Co. shares owned by FinDec Wealth Services

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

Historical chart of FinDec Wealth Services investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by FinDec Wealth Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $257k 1.3k 202.30
2024-03-31 $258k 1.3k 200.32
2023-12-31 $214k 1.3k 170.09

More positions owned by FinDec Wealth Services

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Short Duration F (DFSD)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mid Cap Etf (VO)
Capital Group Growth Etf Shs Creation Uni (CGGR)

View all positions for FinDec Wealth Services

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.