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JPMorgan Chase & Co. shares owned by SilverOak Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-12-31 $720k 3.0k 239.68
2024-09-30 $630k 3.0k 210.83
2024-06-30 $604k 3.0k 202.23
2024-03-31 $474k 2.4k 200.26
2023-12-31 $406k 2.4k 170.10

More positions owned by SilverOak Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Russell 2000 Etf (IWM)
3M Company (MMM)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Vanguard Index Fds Total Stk Mkt (VTI)
H.B. Fuller Company (FUL)
CMS Energy Corporation (CMS)
Apple (AAPL)

View all positions for SilverOak Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Wellington Management Company
Capital World Investors
UBS Group
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.