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JPMorgan Chase & Co. shares owned by Quotient Wealth Partners

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

Historical chart of Quotient Wealth Partners investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Quotient Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 8.0k 170.10

More positions owned by Quotient Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Mbs Etf (MBB)
Blackrock Etf Trust Ii Flexible Income (BINC)
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC)
Ishares Tr Hdg Msci Eafe (HEFA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Exxon Mobil Corporation (XOM)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr Bloomberg High Y (JNK)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Quotient Wealth Partners

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.