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JPMorgan Chase & Co. shares owned by Future You Wealth

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

Historical chart of Future You Wealth investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Future You Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $460k 1.6k 289.83
2025-03-31 $389k 1.6k 245.23
2024-12-31 $387k 1.6k 239.65

More positions owned by Future You Wealth

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Tr Short Treas Bd (SHV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)

View all positions for Future You Wealth

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
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
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.