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JPMorgan Chase & Co. shares owned by FOCUS Wealth Advisors

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

Historical chart of FOCUS Wealth Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by FOCUS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $271k 1.3k 210.86
2024-06-30 $260k 1.3k 202.26
2024-03-31 $223k 1.1k 200.30

More positions owned by FOCUS Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Innovator Etfs Trust GRWT100 PWR BF (NAPR)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Vaneck Etf Trust Intrmdt Muni Etf (ITM)
Ishares Tr Us Home Cons Etf (ITB)
Stellar Bancorp Ord (STEL)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Ishares Tr Us Aer Def Etf (ITA)
Ishares Tr Select Divid Etf (DVY)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Spdr Ser Tr S&p Metals Mng (XME)
Select Sector Spdr Tr Energy (XLE)

View all positions for FOCUS Wealth Advisors

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.