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JPMorgan Chase & Co. shares owned by Lebenthal Wealth Advisors

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

Historical chart of Lebenthal Wealth Advisors investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Lebenthal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2016-06-30 $597k 9.6k 62.14

More positions owned by Lebenthal Wealth Advisors

iShares S&P 500 Growth Index (IVW)
Comcast Corporation (CMCSA)
iShares Russell 1000 Growth Index (IWF)
Vanguard Dividend Appreciation ETF (VIG)
Pfizer (PFE)
General Electric Company
Wells Fargo & Company (WFC)
Johnson & Johnson (JNJ)
Verizon Communications (VZ)
Apple (AAPL)
Home Depot (HD)
UnitedHealth (UNH)
Nextera Energy (NEE)
JPMorgan Chase & Co. (JPM)
Bristol Myers Squibb (BMY)

View all positions for Lebenthal Wealth Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.