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JPMorgan Chase & Co. shares owned by Mosaic Family Wealth Partners

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

Historical chart of Mosaic Family Wealth Partners investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Mosaic Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 6.1k 170.10
2023-09-30 $811k 5.6k 145.02
2023-06-30 $809k 5.6k 145.37
2023-03-31 $727k 5.6k 130.31
2022-12-31 $753k 5.6k 134.09

More positions owned by Mosaic Family Wealth Partners

Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Mosaic Family Wealth Partners

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.