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JPMorgan Chase & Co. shares owned by Gupta Wealth Management

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

Historical chart of Gupta Wealth Management investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Gupta Wealth Management

Quarter filed Position value Share count Share price at filing
2016-03-31 $502k 8.5k 59.27
2015-12-31 $632k 9.6k 66.08
2015-09-30 $538k 8.8k 61.01
2015-06-30 $619k 9.1k 67.72
2015-03-31 $365k 6.0k 60.58

More positions owned by Gupta Wealth Management

iShares Barclays 20+ Yr Treas.Bond (TLT)
iShares IBoxx $ Invest Grade Corp Bd (LQD)
Apple (AAPL)
Vanguard Dividend Appreciation ETF (VIG)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
Vanguard Mega Cap 300 Growth Index ETF (MGK)
Vanguard Mid-Cap Value ETF (VOE)
Boeing Company (BA)
Vanguard Lg Term Govt Bd ETF (VGLT)
WisdomTree SmallCap Dividend Fund (DES)
WisdomTree Intl. LargeCap Div (DOL)
Intel Corporation (INTC)
Eli Lilly & Co. (LLY)
Home Depot (HD)
Vanguard Intmdte Tm Govt Bd ETF (VGIT)

View all positions for Gupta Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.