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JPMorgan Chase & Co. shares owned by Pine Harbor Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $538k 2.6k 210.87
2024-06-30 $515k 2.5k 202.26
2024-03-31 $469k 2.3k 200.32
2023-12-31 $395k 2.3k 170.13

More positions owned by Pine Harbor Wealth Management

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares U S Etf Tr Blackrock Short (MEAR)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)

View all positions for Pine Harbor Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
FMR
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Wellington Management Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.