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JPMorgan Chase & Co. shares owned by Steinberganna Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $936k 2.9k 322.26
2025-09-30 $903k 2.9k 315.48

More positions owned by Steinberganna Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Dow Jones Us Etf (IYY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Crowdstrike Hldgs Cl A (CRWD)
Ishares Tr Morningstar Grwt (ILCG)
Insulet Corporation (PODD)
Palo Alto Networks (PANW)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Steinberganna Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
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
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.