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JPMorgan Chase & Co. shares owned by MinichMacGregor Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 6.1k 315.45
2025-06-30 $1.6M 5.4k 289.92
2025-03-31 $1.6M 6.4k 245.30
2024-12-31 $1.3M 5.3k 239.71
2024-09-30 $989k 4.7k 210.86
2024-06-30 $948k 4.7k 202.26
2024-03-31 $942k 4.7k 198.94
2023-12-31 $806k 4.7k 170.10
2023-09-30 $690k 4.8k 145.02
2023-06-30 $690k 4.7k 145.44
2023-03-31 $636k 4.9k 130.31
2022-12-31 $626k 4.7k 134.10
2022-09-30 $364k 3.5k 104.42
2022-06-30 $391k 3.5k 112.42
2022-03-31 $469k 3.4k 136.22
2021-12-31 $545k 3.4k 158.29
2021-09-30 $548k 3.4k 163.53
2021-06-30 $547k 3.5k 155.40
2021-03-31 $546k 3.6k 151.96
2020-12-31 $299k 2.4k 126.69
2020-09-30 $226k 2.4k 95.88
2020-06-30 $202k 2.2k 93.65
2019-12-31 $313k 2.3k 139.11
2019-09-30 $279k 2.4k 117.52
2019-06-30 $214k 1.9k 113.41
2018-12-31 $3.4M 36k 95.51
2018-09-30 $181k 1.6k 113.05
2018-06-30 $178k 1.7k 105.08
2018-03-31 $193k 1.8k 109.60
2017-12-31 $185k 1.7k 106.75
2017-09-30 $162k 1.7k 95.24
2017-06-30 $173k 1.9k 91.00
2017-03-31 $149k 1.7k 87.60
2016-12-31 $146k 1.7k 85.73
2016-09-30 $113k 1.7k 66.16
2016-06-30 $106k 1.7k 61.92
2016-03-31 $101k 1.7k 59.20
2015-12-31 $105k 1.6k 65.54

More positions owned by MinichMacGregor Wealth Management

Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Us Aer Def Etf (ITA)
Ishares Tr Us Consum Discre (IYC)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
NVIDIA Corporation (NVDA)
Ishares Tr U.s. Finls Etf (IYF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Expanded Tech (IGV)
Kratos Defense & Sec Solutio Com New (KTOS)
Vanguard World Industrial Etf (VIS)
Ishares Tr U.s. Utilits Etf (IDU)
Ishares Tr Us Br Del Se Etf (IAI)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for MinichMacGregor Wealth Management

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.