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JPMorgan Chase & Co. shares owned by Good Steward Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $418k 1.3k 322.22
2025-09-30 $460k 1.5k 315.43
2025-06-30 $597k 2.1k 289.91
2025-03-31 $689k 2.8k 245.30

More positions owned by Good Steward Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Scm Trust Shelton Eqt Pre (SEPI)
Vaneck Etf Trust Preferred Securt (PFXF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Global X Fds X Emerging Mkt (EMBD)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Reit Etf (SCHH)
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Good Steward Wealth Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Bank of New York Mellon
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Capital Research Global Investors
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.