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JPMorgan Chase & Co. shares owned by Pacific Excel Wealth Advisors

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

Historical chart of Pacific Excel Wealth Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $266k 829 320.37

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Vanguard World Mega Grwth Ind (MGK)
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Chevron Corporation (CVX)
First Tr Exchange-traded Limited Duration (FSIG)
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View all positions for Pacific Excel Wealth Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Bank of New York Mellon
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.