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JPMorgan Chase & Co. shares owned by Gerber Kawasaki Wealth & Investment Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Gerber Kawasaki Wealth & Investment Management from 13F filings

Historical chart of Gerber Kawasaki Wealth & Investment Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Gerber Kawasaki Wealth & Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Gerber Kawasaki Wealth & Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.5M 21k 315.43
2025-06-30 $5.2M 18k 289.92
2025-03-31 $4.0M 16k 245.31
2024-12-31 $3.2M 13k 239.73
2024-09-30 $2.7M 13k 210.87
2024-06-30 $2.7M 13k 202.27
2024-03-31 $2.6M 13k 200.30
2023-09-30 $2.0M 14k 145.02
2023-06-30 $1.9M 13k 145.44
2023-03-31 $1.3M 10k 130.31
2022-12-31 $1.4M 10k 134.10
2022-09-30 $1.1M 11k 104.46
2022-06-30 $1.2M 11k 112.56
2022-03-31 $1.7M 13k 136.27
2021-12-31 $2.6M 16k 158.33
2021-09-30 $96k 96 1000.00
2021-06-30 $2.6M 17k 155.52
2021-03-31 $2.7M 17k 152.22
2020-12-31 $797k 6.3k 126.95
2020-09-30 $633k 6.6k 96.23
2020-06-30 $502k 5.3k 93.94
2020-03-31 $429k 4.8k 89.88
2019-12-31 $409k 2.9k 139.02
2019-09-30 $320k 2.7k 117.65
2019-06-30 $302k 2.7k 111.44
2019-03-31 $270k 2.7k 101.12
2018-12-31 $277k 2.8k 97.36
2018-09-30 $451k 4.0k 113.29
2018-06-30 $323k 3.1k 105.04
2018-03-31 $307k 2.8k 109.84
2017-12-31 $213k 2.0k 106.77

More positions owned by Gerber Kawasaki Wealth & Investment Management

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
Tesla Motors (TSLA)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Financial (XLF)
Alphabet Cap Stk Cl C (GOOG)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Series Trust Ssga Us Lrg Etf (LGLV)

View all positions for Gerber Kawasaki Wealth & Investment Management

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.