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JPMorgan Chase & Co. shares owned by JPL Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 11k 200.30
2023-12-31 $1.5M 8.8k 170.11

More positions owned by JPL Wealth Management

Apple (AAPL)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Chevron Corporation (CVX)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Costco Wholesale Corporation (COST)
Caterpillar (CAT)
Wisdomtree Tr Us Smallcap Divd (DES)
Abbvie (ABBV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Management Corporation Cl A Com Stk (ARES)
Amazon (AMZN)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for JPL 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.