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JPMorgan Chase & Co. shares owned by StoneCrest Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $315k 997 315.43
2025-06-30 $293k 1.0k 289.91
2025-03-31 $245k 1.0k 245.30
2024-12-31 $240k 1.0k 239.71
2024-09-30 $211k 1.0k 210.86
2024-06-30 $202k 1.0k 202.26
2024-03-31 $200k 1.0k 200.30

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Spdr Series Trust Portfolio S&p500 (SPLG)
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First Tr Exchange Traded Risng Divd Achiv (RDVY)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Amazon (AMZN)
Vaneck Etf Trust Semiconductr Etf (SMH)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Global X Fds Defense Tech Etf (SHLD)

View all positions for StoneCrest Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
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

View all funds holding JPMorgan Chase & Co.