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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
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)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr U.s. Med Dvc Etf (IHI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for FinDec Wealth Services

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.