SMART Wealth »

JPMorgan Chase & Co. shares owned by SMART Wealth

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

Historical chart of SMART Wealth investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by SMART Wealth 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 SMART Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $830k 3.9k 210.86
2024-06-30 $294k 1.5k 202.26
2024-03-31 $239k 1.2k 200.30
2023-12-31 $203k 1.2k 170.10

More positions owned by SMART Wealth

Innovator Etfs Trust Innovator Us Eq (EALT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Innovator Etfs Trust Invtor 2 Pls 5 (TFJL)
Tidal Tr Ii Nicholas Fixed (FIAX)
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)
Aim Etf Products Trust Allianzim Us Lgr (AUGT)
First Tr Exchange-traded Vest Gold Strtgy (BGLD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for SMART Wealth

Top funds holding JPMorgan Chase & Co.

BlackRock
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company
Dimensional Fund Advisors
Capital Research Global Investors
Charles Schwab Investment Management
Fisher Investments

View all funds holding JPMorgan Chase & Co.