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JPMorgan Chase & Co. shares owned by Stonebridge Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $273k 846 322.36
2025-09-30 $306k 971 315.53
2025-06-30 $282k 971 289.98

More positions owned by Stonebridge Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Wisdomtree Tr Dynamic Intl Sml (DDLS)
Wisdomtree Tr Us High Dividend (DHS)
Wisdomtree Tr Itl High Div Fd (DTH)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Wisdomtree Tr Glb High Div Fd (DEW)
Wisdomtree Tr Us Smallcap Divd (DES)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Wisdomtree Tr Us S Cap Qty Div (DGRS)
Sanara Medtech (SMTI)
Abbvie (ABBV)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Msci Usa Quality (GARP)
Apple (AAPL)

View all positions for Stonebridge 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.