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JPMorgan Chase & Co. shares owned by One Wealth Capital Management

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

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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by One Wealth Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $236k 748 315.43
2025-06-30 $232k 799 289.91
2024-12-31 $210k 875 239.71

More positions owned by One Wealth Capital Management

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 100 Etf (OEF)
Broadcom (AVGO)
Ishares Tr 10-20 Yr Trs Etf (TLH)
NVIDIA Corporation (NVDA)
Amazon (AMZN)

View all positions for One Wealth Capital 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.