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JPMorgan Chase & Co. shares owned by Meredith Wealth Planning

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

Historical chart of Meredith Wealth Planning investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Meredith Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $204k 648 315.43

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American Centy Etf Tr Us Sml Cp Valu (AVUV)
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Ishares Tr Msci Usa Mmentm (MTUM)
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View all positions for Meredith Wealth Planning

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.