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JPMorgan Chase & Co. shares owned by SpringVest Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $297k 921 322.22

More positions owned by SpringVest Wealth Management

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Electric Power Company (AEP)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for SpringVest Wealth Management

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.