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JPMorgan Chase & Co. shares owned by Seed Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Seed Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $298k 1.5k 198.91
2023-12-31 $257k 1.5k 172.05
2023-09-30 $217k 1.5k 145.00
2023-06-30 $218k 1.5k 145.42
2022-12-31 $201k 1.5k 134.08

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Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
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Microsoft Corporation (MSFT)
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Schwab Strategic Tr Us Tips Etf (SCHP)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ea Series Trust Us Quan Momentum (QMOM)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Apple (AAPL)

View all positions for Seed Wealth Management

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.