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JPMorgan Chase & Co. shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2025-06-30 $58k 200 289.91
2025-03-31 $49k 200 245.30
2024-12-31 $48k 200 239.71
2024-09-30 $42k 200 210.86
2024-06-30 $41k 200 202.26
2024-03-31 $40k 200 200.30

More positions owned by Kathleen S. Wright Associates

Vanguard Index Fds &p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del L B New (BRK.B)
Vaneck Etf Trust Rngstr Wde Moat (MOAT)
Ishares Tr -3 Mnth Treasry (SGOV)
Vanguard Index Fds Rowth Etf (VUG)
Vanguard Index Fds Id Cap Etf (VO)
Wisdomtree Tr S Smallcap Fund (EES)
Vanguard Index Fds Otal Stk Mkt (VTI)
Vanguard Whitehall Fds Ntl Dvd Etf (VIGI)
American Express Om (AXP)
Schwab Strategic Tr Ntl Eqty Etf (SCHF)
Ishares Tr Sci Usa Min Vol (USMV)
Schwab Strategic Tr Ntl Sceqt Etf (SCHC)
Brookfield Corp L A Ltd Vt Sh (BN)
Ea Series Trust S Quan Value (QVAL)

View all positions for Kathleen S. Wright Associates

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
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
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.