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JPMorgan Chase & Co. shares owned by JFG Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $321k 1.5k 210.86
2021-12-31 $432k 2.7k 158.24
2021-09-30 $473k 2.9k 163.67
2021-06-30 $450k 2.9k 155.71

More positions owned by JFG Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Index Fds Small Cp Etf (VB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Em Mkt Sm-cp Etf (EEMS)
Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)
Spdr Index Shs Fds S&p Emktsc Etf (EWX)

View all positions for JFG Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
T. Rowe Price Associates
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company
Royal Bank of Canada
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Nuveen Asset Management

View all funds holding JPMorgan Chase & Co.