Ratio Wealth Group »

JPMorgan Chase & Co. shares owned by Ratio Wealth Group

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

Historical chart of Ratio Wealth Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Ratio Wealth Group 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 Ratio Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $205k 1.0k 200.31

More positions owned by Ratio Wealth Group

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Value Etf (EFV)
Global X Fds Us Pfd Etf (PFFD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Usd Inv Grde Etf (USIG)
Columbia Etf Tr I Research Enhan (CRED)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core Div Grwth (DGRO)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Ratio Wealth Group

Top funds holding JPMorgan Chase & Co.

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
Legal & General Group

View all funds holding JPMorgan Chase & Co.