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JPMorgan Chase & Co. shares owned by National Wealth Management Group

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

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

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

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Quarterly reported holdings in JPMorgan Chase & Co. by National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 3.4k 315.46
2025-06-30 $1.1M 3.8k 289.93
2025-03-31 $447k 1.8k 245.26
2023-06-30 $530k 3.4k 155.88
2022-12-31 $450k 3.4k 134.10

More positions owned by National Wealth Management Group

T Rowe Price Etf Cap Appreciation (TCAF)
T Rowe Price Etf Price Blue Chip (TCHP)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Palantir Technologies Cl A (PLTR)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for National Wealth Management Group

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.