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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
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)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr National Mun Etf (MUB)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for LPWM

Top funds holding JPMorgan Chase & Co.

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

View all funds holding JPMorgan Chase & Co.