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JPMorgan Chase & Co. shares owned by My Purposeful Wealth Corp.

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

Historical chart of My Purposeful Wealth Corp. investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by My Purposeful Wealth Corp.

Quarter filed Position value Share count Share price at filing
2025-09-30 $354k 1.1k 315.66
2025-06-30 $269k 921 291.58

More positions owned by My Purposeful Wealth Corp.

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Tapestry (TPR)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Union Pacific Corporation (UNP)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust S&p 600 Smcp Val (SLYV)

View all positions for My Purposeful Wealth Corp.

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.