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JPMorgan Chase & Co. shares owned by MGB Wealth Management

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

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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 11k 210.76
2024-06-30 $2.4M 12k 205.92
2024-03-31 $2.1M 11k 200.19
2023-12-31 $1.7M 10k 170.13

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Broadcom (AVGO)
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View all positions for MGB Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
T. Rowe Price Associates
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company
Royal Bank of Canada
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Nuveen Asset Management

View all funds holding JPMorgan Chase & Co.