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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
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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Microsoft Corporation (MSFT)
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Meta Platforms Cl A (META)
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View all positions for StoneCrest Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
T. Rowe Price Associates
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company
Royal Bank of Canada
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Nuveen Asset Management

View all funds holding JPMorgan Chase & Co.