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JPMorgan Chase & Co. shares owned by Penobscot Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Penobscot 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 Penobscot Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $291k 1.4k 211.18
2024-06-30 $206k 1.0k 204.98
2024-03-31 $215k 1.1k 200.56

More positions owned by Penobscot Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard World Inf Tech Etf (VGT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Global Core Plus (DFGP)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Vanguard World Health Car Etf (VHT)
Ishares Tr Us Consm Staples (IYK)
Ishares Tr Core Msci Total (IXUS)
Vanguard World Financials Etf (VFH)
Fidelity Covington Trust Msci Consm Dis (FDIS)

View all positions for Penobscot Wealth Management

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.