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JPMorgan Chase & Co. shares owned by Talisman Wealth Advisors

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

Historical chart of Talisman Wealth Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Talisman Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Talisman Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.1M 7.6k 145.02
2023-06-30 $1.1M 7.7k 145.43
2023-03-31 $1.0M 7.7k 130.34
2022-12-31 $839k 6.3k 134.11

More positions owned by Talisman Wealth Advisors

Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)
Automatic Data Processing (ADP)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Specialized Funds Div App Etf (VIG)
Becton, Dickinson and (BDX)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Talisman Wealth Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.