Ml & R Wealth Management »

JPMorgan Chase & Co. shares owned by Ml & R Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Ml & R Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $657k 3.9k 170.10
2023-09-30 $574k 4.0k 145.02
2023-06-30 $505k 3.5k 145.44
2023-03-31 $455k 3.5k 130.31

More positions owned by Ml & R Wealth Management

Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Rus 1000 Etf (IWB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Rus Mid Cap Etf (IWR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Ml & R Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.