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JPMorgan Chase & Co. shares owned by Parkwoods Wealth Partners

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

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

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All positions including JPMorgan Chase & Co. held by Parkwoods 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 Parkwoods Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $598k 1.9k 315.43
2025-06-30 $537k 1.9k 289.91
2025-03-31 $272k 1.1k 245.30
2024-12-31 $266k 1.1k 239.71
2024-09-30 $234k 1.1k 210.86

More positions owned by Parkwoods Wealth Partners

Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Short Duration F (DFSD)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Microsoft Corporation (MSFT)

View all positions for Parkwoods Wealth Partners

Top funds holding JPMorgan Chase & Co.

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Capital Research and Management Company - Division 3
Royal Bank of Canada
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Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.