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JPMorgan Chase & Co. shares owned by Midland Wealth Advisors

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

Historical chart of Midland Wealth Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Midland Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.3M 25k 210.86
2024-06-30 $6.0M 30k 202.26
2024-03-31 $5.7M 29k 200.30
2023-12-31 $4.6M 27k 170.10

More positions owned by Midland Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Mbs Etf (MBB)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Midland Wealth Advisors

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.