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JPMorgan Chase & Co. shares owned by One Wealth Management Investment & Advisory Services

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

Historical chart of One Wealth Management Investment & Advisory Services investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by One Wealth Management Investment & Advisory Services 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 Management Investment & Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $302k 1.8k 170.10

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr National Mun Etf (MUB)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Alphabet Cap Stk Cl A (GOOGL)
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NVIDIA Corporation (NVDA)
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Meta Platforms Cl A (META)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for One Wealth Management Investment & Advisory Services

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.