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JPMorgan Chase & Co. shares owned by Geometric Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Geometric 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 Geometric Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $243k 1.2k 210.86
2024-03-31 $231k 1.2k 200.30

More positions owned by Geometric Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Inflation Prote (DFIP)
American Centy Etf Tr Avantis All Int (AVNM)
Dimensional Etf Trust Global Real Est (DFGR)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
Carvana Cl A (CVNA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Geometric 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.