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JPMorgan Chase & Co. shares owned by Maia Wealth

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

Historical chart of Maia Wealth investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Maia Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $944k 4.2k 224.96
2024-06-30 $859k 4.1k 210.06

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Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Eafe Value Etf (EFV)
Fs Kkr Capital Corp (FSK)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Vest Nasdaq-100
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100
Ishares Tr Esg Awr Msci Usa (ESGU)
First Tr Exchange-traded Vest Gold Strtgy (BGLD)

View all positions for Maia Wealth

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.