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JPMorgan Chase & Co. shares owned by Pathfinder Wealth Consulting

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

Historical chart of Pathfinder Wealth Consulting investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Pathfinder Wealth Consulting

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 4.4k 294.16

More positions owned by Pathfinder Wealth Consulting

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Fidelity Covington Trust Enhanced Large (FELG)
Fidelity Covington Trust Enhanced Large (FELV)
Amazon (AMZN)
Ishares Tr Core S&p Us Vlu (IUSV)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Gwt (IUSG)
Live Oak Bancshares (LOB)

View all positions for Pathfinder Wealth Consulting

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Bank of America Corporation
Vanguard Portfolio Management
Geode Capital Management
FMR
Northern Trust
Capital Research Global Investors
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company
UBS Group

View all funds holding JPMorgan Chase & Co.