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JPMorgan Chase & Co. shares owned by Pearl Planning

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

Historical chart of Pearl Planning investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Pearl Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $238k 809 294.16

More positions owned by Pearl Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Ea Series Trust Freedom 100 Em (FRDM)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard World Esg Us Stk Etf (ESGV)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
T Rowe Price Etf Small Mid Cap (TMSL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (BIL)

View all positions for Pearl Planning

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
Bank of New York Mellon
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Capital Research Global Investors
Ameriprise Financial
Legal & General Group

View all funds holding JPMorgan Chase & Co.