Planning Alternatives »

JPMorgan Chase & Co. shares owned by Planning Alternatives

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $206k 976 210.86
2024-06-30 $204k 1.0k 202.26
2023-12-31 $217k 1.3k 170.10

More positions owned by Planning Alternatives

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for Planning Alternatives

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.