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JPMorgan Chase & Co. shares owned by Triangle Securities Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2013-03-31 $1.9M 41k 47.46
2012-12-31 $1.8M 41k 43.96
2012-09-30 $1.7M 41k 40.49
2012-06-30 $1.4M 40k 35.72
2012-03-31 $1.7M 38k 45.97
2011-12-31 $1.2M 37k 33.26

More positions owned by Triangle Securities Wealth Management

Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard World Fds Inf Tech Etf (VGT)
Microsoft Corporation (MSFT)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Blackstone Group Inc Com Cl A (BX)
Alphabet Cap Stk Cl C (GOOG)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
Ishares Tr Core Total Usd (IUSB)
Kkr & Co (KKR)
Apple (AAPL)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)
Ishares Tr Core S&p Mcp Etf (IJH)
Lowe's Companies (LOW)
Ishares Tr Core S&p Scp Etf (IJR)
JPMorgan Chase & Co. (JPM)

View all positions for Triangle Securities 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.