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

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

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

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Nicholson 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 Nicholson Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $522k 2.5k 210.86

More positions owned by Nicholson Wealth Management Group

Perspective Therapeutics Com New (CATX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
United Bankshares (UBSI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Emrg (PIE)
Lockheed Martin Corporation (LMT)
General Dynamics Corporation (GD)
Apple (AAPL)
Microsoft Corporation (MSFT)
Southern Company (SO)
Procter & Gamble Company (PG)
Pepsi (PEP)
AmerisourceBergen (COR)

View all positions for Nicholson Wealth Management Group

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Nuveen Asset Management

View all funds holding JPMorgan Chase & Co.