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JPMorgan Chase & Co. shares owned by PCG Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by PCG 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 PCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $207k 715 290.06
2025-03-31 $227k 924 245.28
2024-12-31 $272k 1.1k 239.64
2024-09-30 $239k 1.1k 210.79

More positions owned by PCG Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Global X Fds Global X Silver (SIL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Gold Tr Gold Shs (GLD)
Vaneck Etf Trust Gold Miners Etf (GDX)
First Tr Exchange-traded SHS (FVD)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Capital Group Core Balanced SHS (CGBL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
First Tr Exchange-traded First Tr Enh New (FTSM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Amplify Etf Tr Amplify Junior S (SILJ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

View all positions for PCG 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
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.