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JPMorgan Chase & Co. shares owned by Momentum Wealth Planning

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

Historical chart of Momentum Wealth Planning investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Momentum Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 7.7k 315.43

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Nexstar Media Group Common Stock (NXST)
Goldman Sachs (GS)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
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JPMorgan Chase & Co. (JPM)

View all positions for Momentum Wealth Planning

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.