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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
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

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Us Home Cons Etf (ITB)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)
Vanguard World Industrial Etf (VIS)
Ishares Tr U.s. Insrnce Etf (IAK)
Ishares Tr Us Aer Def Etf (ITA)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Us Br Del Se Etf (IAI)
Ishares Tr Expanded Tech (IGV)
Ishares Tr U.s. Finls Etf (IYF)

View all positions for MinichMacGregor Wealth Management

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.