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JPMorgan Chase & Co. shares owned by Moran Wealth Management

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

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

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $33M 193k 170.10
2023-09-30 $21M 146k 145.02
2023-06-30 $646k 4.4k 145.44
2023-03-31 $256k 2.0k 130.31
2022-12-31 $208k 1.6k 134.10

More positions owned by Moran Wealth Management

Cadence Design Systems (CDNS)
Parker-Hannifin Corporation (PH)
Novo-nordisk A S Adr (NVO)
Trane Technologies SHS (TT)
Merck & Co (MRK)
Microsoft Corporation (MSFT)
Williams-Sonoma (WSM)
EOG Resources (EOG)
Celanese Corporation (CE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Lockheed Martin Corporation (LMT)
Linde SHS (LIN)
JPMorgan Chase & Co. (JPM)
Bhp Group Sponsored Ads (BHP)
Exxon Mobil Corporation (XOM)

View all positions for Moran 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.