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JPMorgan Chase & Co. shares owned by Peak Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $251k 779 322.02

More positions owned by Peak Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Blackrock Etf Trust Ishares A I Inno (BAI)
Regeneron Pharmaceuticals (REGN)
Ishares Tr Us Treas Bd Etf (GOVT)
John Hancock Exchange Traded Mortgage Backed (JHMB)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Peak Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Bank of New York Mellon
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Capital Research Global Investors
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.