Sarver Vrooman Wealth Advisors »

JPMorgan Chase & Co. shares owned by Sarver Vrooman Wealth Advisors

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

Historical chart of Sarver Vrooman Wealth Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Sarver Vrooman Wealth Advisors 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 Sarver Vrooman Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $190k 590 322.34
2025-09-30 $183k 580 315.43
2025-06-30 $168k 580 289.91
2025-03-31 $166k 677 245.30

More positions owned by Sarver Vrooman Wealth Advisors

Ishares Etf Tr Ibonds Dec 2031 Trem Corporate Etf (IBDW)
Schwab Us Dividend Etf Equity Etf (SCHD)
Ishares Tr Etf Ibonds Dec 2026 Term Corp Etf (IBDR)
Wisdomtree Us Qual Etf Dividend Growth Fund Etf (DGRW)
Xtrackers Msci Eafe Etf Equity Etf (DBEF)
Ishares Edge Msci Etf Min Vol Usa Etf Etf (USMV)
Microsoft Corp Stock (MSFT)
Palantir Technologies Inc Cl A Stock (PLTR)
Apple Stock (AAPL)
Spdr S&p 500 Trust Etf Etf (SPY)
Invesco Self-indexed Etf Fd Tr Bulletshares 2030 Mun Fd Etf Etf (BSMU)
Invesco Exch Traded Etf Self Indexed Fd Tr Bulletshares 2027 Mun Bd Etf (BSMR)
Invesco Qqq Tr Etf Unit Ser 1 Etf (QQQ)
Nvidia Corp Stock (NVDA)
Ishares Tr Ibonds Etf Dec 2034 Term Corporate Etf (IBDZ)

View all positions for Sarver Vrooman Wealth Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Bank of New York Mellon
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Capital Research Global Investors
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.