Green Ridge Wealth Planning »

JPMorgan Chase & Co. shares owned by Green Ridge Wealth Planning

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

Historical chart of Green Ridge Wealth Planning investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Green Ridge Wealth Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Green Ridge Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 4.5k 322.22

More positions owned by Green Ridge Wealth Planning

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Global 100 Etf (IOO)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Select Sector Spdr Tr State Street Com (XLC)
NVIDIA Corporation (NVDA)

View all positions for Green Ridge Wealth Planning

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.