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JPMorgan Chase & Co. shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $251k 865 289.91
2025-03-31 $195k 833 234.34
2024-12-31 $198k 826 239.71

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Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Trueshares Structured Outcome Etf (SEPZ)
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Eyepoint Pharmaceuticals Stock (EYPT)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Adverum Biotechnologies Stock (ADVM)
San Juan Basin Rty Tr Unit Ben Int Stock (SJT)
Ishares Gold Trust Etf (IAU)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Silver Trust Etf (SLV)
Schwab Fundamental Int'l Large Cap Index Etf (FNDF)

View all positions for Principia Wealth Advisory

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.