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JPMorgan Chase & Co. shares owned by Master's Wealth Management

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

Historical chart of Master's Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Master's 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 Master's Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $360k 1.1k 322.26

More positions owned by Master's Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Global Core Plus (DFGP)
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Series Trust Bloomberg Short (BWZ)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for Master's Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
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
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.