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JPMorgan Chase & Co. shares owned by Robinson Smith Wealth Advisors

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

Historical chart of Robinson Smith Wealth Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Robinson Smith Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $636k 3.2k 200.30
2023-12-31 $690k 4.1k 170.10

More positions owned by Robinson Smith Wealth Advisors

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p Us Vlu (IUSV)
Johnson & Johnson (JNJ)
Ishares Tr TRS FLT RT BD (TFLO)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Robinson Smith Wealth Advisors

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.