Partnership Wealth Management »

JPMorgan Chase & Co. shares owned by Partnership Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $42k 207 200.30
2023-12-31 $36k 207 174.36

More positions owned by Partnership Wealth Management

Eli Lilly & Co Stock (LLY)
Ishares Russell 1000 Growth Etf Etf (IWF)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Hanesbrands Stock (HBI)
Sleep Number Corp Stock (SNBR)
Ishares Core S&p Small Cap Etf Etf (IJR)
Advance Auto Parts Stock (AAP)
Paramount Global Class B Stock (PARA)
Intel Corp Stock (INTC)
Microsoft Corp Stock (MSFT)
Nordstrom Stock (JWN)
Bristol-myers Squibb Stock (BMY)
V F Corp Stock (VFC)
Fresenius Medical Care Adr (FMS)

View all positions for Partnership Wealth Management

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.