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JPMorgan Chase & Co. shares owned by MBE Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $370k 1.8k 200.28
2023-12-31 $284k 1.7k 170.06
2023-09-30 $226k 1.6k 145.02
2023-06-30 $226k 1.6k 145.41
2020-03-31 $75k 844 88.86

More positions owned by MBE Wealth Management

Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Div Grwth (DGRO)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Etf Ser Solutions Aptus Large Cap (DUBS)
Etf Ser Solutions Aptus Int Enh Yl (IDUB)
Etf Ser Solutions Aptus Defined (DRSK)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for MBE Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.