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JPMorgan Chase & Co. shares owned by ORG Wealth Partners

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

Historical chart of ORG Wealth Partners investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by ORG Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 13k 317.19
2025-06-30 $3.2M 11k 290.86
2025-03-31 $2.7M 11k 245.01
2024-12-31 $500k 2.1k 239.67
2024-09-30 $455k 2.2k 210.98

More positions owned by ORG Wealth Partners

Core Scientific Common Stock (CORZ)
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Berkshire Hathaway Inc Del Cl A Equity (BRK.A)
Berkshire Hathaway Common Stock (BRK.B)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
Energy Transfer Limited Partnershp (ET)
Amazon.com Common Stock (AMZN)
Exxon Mobil Corp Common Stock (XOM)
Abbott Labs Common Stock (ABT)
Microsoft Corp Common Stock (MSFT)
Palantir Technologies In Common Stock (PLTR)
Abbvie Common Stock (ABBV)
Cambria Fixed Income Uit Exchange Traded (CFIT)
Armour Residential Reit Inc Com Par $0 001 Equity (ARR)

View all positions for ORG Wealth Partners

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.