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JPMorgan Chase & Co. shares owned by Gray Private Wealth

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

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

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Gray 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 Gray Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $232k 721 322.27
2025-09-30 $227k 721 315.43
2025-06-30 $209k 721 289.88

More positions owned by Gray Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Real Estate Etf (VNQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core High Dv Etf (HDV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr U.s. Real Es Etf (IYR)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Oracle Corporation (ORCL)

View all positions for Gray Private Wealth

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.