GenTrust »

JPMorgan Chase & Co. shares owned by GenTrust

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

Historical chart of GenTrust investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by GenTrust

Quarter filed Position value Share count Share price at filing
2024-03-31 $578k 2.9k 200.32
2022-06-30 $689k 6.1k 112.60
2022-03-31 $834k 6.1k 136.32
2021-09-30 $220k 1.3k 163.93

More positions owned by GenTrust

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Global X Fds Us Infr Dev Etf (PAVE)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Core Msci Euro (IEUR)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr Tips Bd Etf (TIP)

View all positions for GenTrust

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
Morgan Stanley
Geode Capital Management
FMR
Bank of America Corporation
Wellington Management Company
T. Rowe Price Associates
Northern Trust
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.