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JPMorgan Chase & Co. shares owned by Northwest Wealth Management

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 7.9k 315.45
2025-06-30 $2.3M 7.9k 289.91
2025-03-31 $1.9M 7.7k 245.29
2024-12-31 $1.8M 7.6k 239.71
2024-09-30 $1.6M 7.4k 210.85
2024-06-30 $1.5M 7.5k 202.25
2024-03-31 $1.5M 7.5k 200.30
2023-12-31 $1.4M 8.3k 170.09
2023-09-30 $1.2M 8.2k 145.02
2023-06-30 $1.2M 8.3k 145.43
2023-03-31 $1.0M 7.9k 130.30
2022-12-31 $1.1M 7.9k 134.09
2022-09-30 $860k 8.2k 104.46
2022-06-30 $855k 7.6k 112.60
2022-03-31 $1.0M 7.4k 136.33
2021-12-31 $1.1M 6.9k 158.32
2021-09-30 $1.1M 6.7k 163.64
2021-06-30 $1.0M 6.7k 155.47
2021-03-31 $1.0M 6.8k 152.17
2020-12-31 $869k 6.8k 127.10
2020-09-30 $638k 6.6k 96.23
2020-06-30 $637k 6.8k 94.01
2020-03-31 $610k 6.8k 90.02
2019-12-31 $951k 6.8k 139.32
2019-09-30 $935k 7.9k 117.74
2019-06-30 $888k 7.9k 111.82
2019-03-31 $863k 8.5k 101.20
2018-12-31 $825k 8.5k 97.60
2018-09-30 $954k 8.5k 112.86
2018-06-30 $881k 8.5k 104.22
2018-03-31 $939k 8.5k 110.07
2017-12-31 $1.4M 14k 106.91
2017-09-30 $240k 2.5k 95.54
2017-06-30 $318k 3.5k 91.41
2017-03-31 $283k 3.2k 87.83

More positions owned by Northwest Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Short Duration F (DFSD)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)

View all positions for Northwest Wealth Management

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.