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JPMorgan Chase & Co. shares owned by LPWM

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

Historical chart of LPWM investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by LPWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $334k 1.1k 315.43
2025-06-30 $307k 1.1k 289.91
2025-03-31 $260k 1.1k 245.30
2024-12-31 $266k 1.1k 239.71
2024-09-30 $228k 1.1k 205.23
2024-06-30 $228k 1.1k 205.17

More positions owned by LPWM

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus Mdcp Val Etf (IWS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Real Estate Etf (VNQ)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)

View all positions for LPWM

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.