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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
2024-06-30 $493k 2.4k 202.26

More positions owned by Gentry Private Wealth

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Vanguard Total Stock Market Etf Etf (VTI)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
First Trust Enhanced Short Maturity Etf Etf (FTSM)
Vanguard Small-cap Etf Etf (VB)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Invesco Qqq Trust Series I Etf (QQQ)
Spdr Nyse Technology Etf Etf (XNTK)
Invesco S&p 500 Revenue Etf Etf (RWL)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Microsoft Corp Stock (MSFT)
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)

View all positions for Gentry Private Wealth

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Nuveen Asset Management

View all funds holding JPMorgan Chase & Co.