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JPMorgan Chase & Co. shares owned by Kingsview Wealth Management

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $42M 132k 315.43
2025-06-30 $36M 125k 289.91
2025-03-31 $31M 124k 245.30
2024-12-31 $29M 122k 239.71
2024-09-30 $25M 118k 210.86
2024-06-30 $23M 115k 202.26
2024-03-31 $22M 111k 200.30
2023-12-31 $18M 106k 170.10
2023-09-30 $16M 108k 145.02
2023-06-30 $15M 104k 145.44
2023-03-31 $14M 105k 130.31
2022-12-31 $14M 106k 134.10
2022-09-30 $11M 103k 104.50
2022-06-30 $13M 115k 112.61
2022-03-31 $14M 104k 136.32
2021-12-31 $27M 173k 158.31
2021-09-30 $27M 168k 163.75
2021-06-30 $25M 159k 157.17
2021-03-31 $22M 145k 153.61
2020-12-31 $18M 142k 127.07
2020-09-30 $12M 126k 96.27
2020-06-30 $9.6M 102k 94.06
2020-03-31 $1.0M 103k 10.00
2019-12-31 $2.8M 26k 106.94
2019-09-30 $9.4M 80k 117.70
2019-06-30 $8.7M 78k 111.80
2019-03-31 $8.2M 81k 101.23
2018-12-31 $6.4M 66k 97.62
2018-09-30 $7.3M 65k 112.84
2018-06-30 $7.6M 73k 104.20
2018-03-31 $8.8M 80k 109.97
2017-12-31 $2.8M 26k 106.94
2017-09-30 $2.4M 26k 95.51
2017-06-30 $2.9M 32k 91.41
2017-03-31 $2.4M 27k 87.84

More positions owned by Kingsview Wealth Management

Northern Lts Fd Tr Iv Monarch Procap I (MPRO)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Northern Lts Fd Tr Iv Monarch Ambassad (MAMB)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Northern Lts Fd Tr Iv Monarch Vol Fact (MVFG)
Northern Lts Fd Tr Iv Monarch Sel Subs (MSSS)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
Oracle Corporation (ORCL)
Spdr Series Trust Portfli Intrmdit (SPTI)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Northern Lts Fd Tr Iv Monarch Vol Fact (MVFD)

View all positions for Kingsview 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.