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JPMorgan Chase & Co. shares owned by Gentry Private Wealth

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

Historical chart of Gentry Private Wealth investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Gentry Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $797k 2.5k 315.43
2025-06-30 $703k 2.4k 289.91
2025-03-31 $590k 2.4k 245.30
2024-09-30 $501k 2.4k 210.86
2024-06-30 $493k 2.4k 202.26

More positions owned by Gentry Private Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Series Trust Nyse Tech Etf (XNTK)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Etf Tr Muni Income Etf (GMUB)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares U S Etf Tr Short Duration B (NEAR)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Goldman Sachs Physical Gold Unit (AAAU)
Apple (AAPL)

View all positions for Gentry Private Wealth

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
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

View all funds holding JPMorgan Chase & Co.