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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
2024-09-30 $239k 1.1k 210.79

More positions owned by PCG Wealth Advisors

Vaneck Etf Trust Gold Miners Etf (GDX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Global X Fds Global X Silver (SIL)
First Tr Value Line Divid In SHS (FVD)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
First Tr Exchange Traded Energy Alphadx (FXN)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)

View all positions for PCG Wealth Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.