Schwallier Wealth Management »

JPMorgan Chase & Co. shares owned by Schwallier Wealth Management

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

Historical chart of Schwallier Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Schwallier Wealth Management 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 Schwallier Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $256k 812 315.53
2025-06-30 $233k 804 289.87

More positions owned by Schwallier Wealth Management

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Pacer Fds Tr Pac Asset Fltg (FLRT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for Schwallier Wealth Management

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.