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JPMorgan Chase & Co. shares owned by Monograph Wealth Advisors

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

Historical chart of Monograph Wealth Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Monograph Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2M 16k 315.43
2024-12-31 $225k 938 239.77
2024-03-31 $1.2M 5.8k 200.31
2023-09-30 $2.5M 17k 145.02

More positions owned by Monograph Wealth Advisors

DFA US Core Equity 2 ETF Etf (DFAC)
DFA World ex US Core Equity 2 ETF Etf (DFAX)
DFA US Marketwide Value ETF Etf (DFUV)
DFA US Targeted Value ETF Etf (DFAT)
iShares Core S&P 500 Etf (IVV)
DFA International Small Cap Value ETF Etf (DISV)
Apple (AAPL)
DFA US Core Equity 1 ETF Etf (DCOR)
iShares 1-5 Year Investment Grade Corporate Bond ETF Etf (IGSB)
DFA Emerging Markets Core Equity 2 ETF Etf (DFEM)
NVIDIA Corporation (NVDA)
DFA US Small Cap ETF Etf (DFAS)
Microsoft Corporation (MSFT)
Vanguard Total Market Index ETF Etf (VTI)
DFA Intl Value ETF Etf (DFIV)

View all positions for Monograph Wealth Advisors

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.