Stone Wealth Partners »

JPMorgan Chase & Co. shares owned by Stone Wealth Partners

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

Historical chart of Stone Wealth Partners investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Stone Wealth Partners 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 Stone Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9M 5.9k 322.20

More positions owned by Stone Wealth Partners

Spdr Series Trust State Street Spd (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Rus Md Cp Gr Etf (IWP)
First Tr Exchange-traded First Tr Enh New (FTSM)
Spdr Series Trust State Street Spd (BIL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Apple (AAPL)

View all positions for Stone Wealth Partners

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.