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JPMorgan Chase & Co. shares owned by Invictus Private Wealth

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $11M 64k 170.10
2023-09-30 $9.4M 65k 145.02
2023-06-30 $9.5M 65k 145.44
2023-03-31 $8.6M 66k 130.31
2022-12-31 $9.0M 67k 134.10

More positions owned by Invictus Private Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Vanguard World Fds Health Car Etf (VHT)
Costco Wholesale Corporation (COST)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Select Sector Spdr Tr Financial (XLF)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Invictus Private Wealth

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.