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JPMorgan Chase & Co. shares owned by Kaufman Rossin Wealth

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

Historical chart of Kaufman Rossin Wealth investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Kaufman Rossin Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Kaufman Rossin Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $210k 665 315.51
2025-06-30 $286k 988 289.91
2025-03-31 $223k 909 245.30

More positions owned by Kaufman Rossin Wealth

Ea Series Trust Ea Bridgeway Omn (BSVO)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Small Cap V (DISV)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Internatnal Val (DFIV)
NVIDIA Corporation (NVDA)
Adobe Systems Incorporated (ADBE)

View all positions for Kaufman Rossin Wealth

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.