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JPMorgan Chase & Co. shares owned by MOKAN Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 9.4k 315.35

More positions owned by MOKAN Wealth Management

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Vanguard World Inf Tech Etf (VGT)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
Amazon (AMZN)
Merck & Co (MRK)
Abbvie (ABBV)
McDonald's Corporation (MCD)
NVIDIA Corporation (NVDA)

View all positions for MOKAN 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.