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JPMorgan Chase & Co. shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $954k 4.5k 210.86
2024-06-30 $812k 4.1k 200.30
2024-03-31 $812k 4.1k 200.30

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Vanguard Index Fds Value Etf (VTV)
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View all positions for Holistic Planning

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.