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JPMorgan Chase & Co. shares owned by Peterson Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-06-30 $4.7M 16k 289.90
2024-12-31 $202k 842 239.71
2022-03-31 $1.0M 7.4k 136.36
2021-12-31 $1.9M 12k 158.38
2021-09-30 $1.9M 11k 163.72
2021-06-30 $1.8M 11k 155.56
2021-03-31 $1.1M 7.2k 152.27

More positions owned by Peterson Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Select Sector Spdr Tr Financial (XLF)
Spdr Series Trust Prtflo S&p500 Hi (SPYD)
Mastercard Incorporated Cl A (MA)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Casey's General Stores (CASY)

View all positions for Peterson Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
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

View all funds holding JPMorgan Chase & Co.