Jacksonville Wealth Management »

JPMorgan Chase & Co. shares owned by Jacksonville Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Jacksonville Wealth Management 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 Jacksonville Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $261k 827 315.43
2025-06-30 $240k 827 289.91

More positions owned by Jacksonville Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Spdr Series Trust Portfolio S&p400 (SPMD)
Axon Enterprise (AXON)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Deere & Company (DE)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Netflix (NFLX)
Home Depot (HD)

View all positions for Jacksonville Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.