LLBH Private Wealth Management »

JPMorgan Chase & Co. shares owned by LLBH Private Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 45k 315.43
2025-06-30 $13M 46k 289.91
2025-03-31 $2.6M 11k 245.31
2024-12-31 $2.4M 10k 239.70
2024-09-30 $2.1M 9.8k 210.85
2024-06-30 $2.0M 9.8k 202.26
2024-03-31 $1.9M 9.5k 200.30
2023-12-31 $1.6M 9.5k 170.10
2023-09-30 $1.4M 9.5k 145.02
2023-06-30 $1.5M 11k 130.32
2023-03-31 $1.5M 11k 130.32
2022-12-31 $1.5M 11k 134.10
2022-09-30 $2.8M 27k 104.48
2022-06-30 $3.1M 27k 112.62
2022-03-31 $3.5M 26k 136.34
2021-12-31 $4.1M 26k 158.36
2021-09-30 $4.0M 25k 163.69
2021-06-30 $3.7M 24k 155.54
2021-03-31 $3.4M 23k 152.25
2020-12-31 $2.8M 22k 127.08
2020-09-30 $2.2M 23k 96.25
2020-06-30 $2.3M 25k 94.06
2020-03-31 $2.3M 25k 90.05
2019-12-31 $1.2M 8.4k 139.35
2019-09-30 $940k 8.0k 117.75
2019-06-30 $898 207 4.34
2019-03-31 $894k 8.8k 101.26
2018-12-31 $1.3M 13k 97.65
2018-09-30 $1.4M 12k 112.86
2018-06-30 $1.3M 12k 104.17
2018-03-31 $1.3M 11k 111.88
2017-12-31 $973k 9.0k 107.99
2017-09-30 $851k 8.9k 95.51
2017-06-30 $814k 8.9k 91.36
2017-03-31 $774k 8.8k 87.85
2016-12-31 $847k 9.8k 86.34
2016-09-30 $532k 8.0k 66.54
2016-06-30 $497k 8.0k 62.16
2016-03-31 $443k 7.5k 59.17
2015-12-31 $501k 7.6k 66.03

More positions owned by LLBH Private Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Lionsgate Studios Corp (LION)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)

View all positions for LLBH Private 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.