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JPMorgan Chase & Co. shares owned by Next Level Wealth Planning

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

Historical chart of Next Level Wealth Planning investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Next Level Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Next Level Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $304k 963 315.46
2025-06-30 $279k 963 289.85
2025-03-31 $236k 962 245.42
2024-12-31 $240k 1.0k 239.71

More positions owned by Next Level Wealth Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Palantir Technologies Cl A (PLTR)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust Portfolio S&p500 (SPLG)

View all positions for Next Level Wealth Planning

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.