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JPMorgan Chase & Co. shares owned by Philip James Wealth Mangement

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

Historical chart of Philip James Wealth Mangement investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Philip James Wealth Mangement

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 6.3k 210.88
2024-06-30 $246k 1.2k 202.20
2024-03-31 $228k 1.1k 200.32

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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Exxon Mobil Corporation (XOM)
Intel Corporation (INTC)
Qualcomm (QCOM)
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Acwi Ex Us (ACWX)
Organon & Co Common Stock (OGN)
Hp (HPQ)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Core Div Grwth (DGRO)
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Total Stk Mkt (VTI)
Alibaba Group Hldg Sponsored Ads (BABA)

View all positions for Philip James Wealth Mangement

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.