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JPMorgan Chase & Co. shares owned by LongView Wealth Management

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

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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $712k 3.6k 200.28
2023-12-31 $631k 3.7k 170.65

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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Ishares Tr Morningstar Grwt (ILCG)
Vanguard Index Fds Growth Etf (VUG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for LongView Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
Morgan Stanley
Geode Capital Management
FMR
Bank of America Corporation
Wellington Management Company
T. Rowe Price Associates
Northern Trust
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.