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JPMorgan Chase & Co. shares owned by Mittelman Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2026-03-31 $239k 812 294.50
2024-06-30 $1.8M 8.7k 202.26
2024-03-31 $1.8M 8.9k 200.30

More positions owned by Mittelman Wealth Management

Vanguard Dividend Uit Exchange Traded (VIG)
Vanguard High Dividend Uit Exchange Traded (VYM)
Vanguard Ftse Developed Uit Exchange Traded (VEA)
Vanguard Ftse Emerging Uit Exchange Traded (VWO)
Ishares 5-10 Year Uit Exchange Traded (IGIB)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Ishares 10 Year Uit Exchange Traded (IGLB)
Ishares 1-5 Year Uit Exchange Traded (IGSB)
Evolv Technologies Hldgs Common Stock (EVLV)
Vanguard Mid-cap Index Uit Exchange Traded (VO)
Vanguard Utilities Index Uit Exchange Traded (VPU)
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP)
Invesco Senior Loan Etf Uit Exchange Traded (BKLN)
Vanguard Small-cap Index Uit Exchange Traded (VB)
Vanguard Inter-term Uit Exchange Traded (VGIT)

View all positions for Mittelman Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Bank of America Corporation
Vanguard Portfolio Management
Geode Capital Management
FMR
Northern Trust
Capital Research Global Investors
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company
UBS Group

View all funds holding JPMorgan Chase & Co.