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JPMorgan Chase & Co. shares owned by Tcfg Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-12-31 $863k 3.6k 239.72
2024-09-30 $787k 3.7k 210.88

More positions owned by Tcfg Wealth Management

Apple (AAPL)
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Angel Oak Funds Trust Oak Ultrashort (UYLD)
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Microsoft Corporation (MSFT)
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Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Visa Com Cl A (V)
Chevron Corporation (CVX)
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Dimensional Etf Trust Global Cr Etf (DGCB)
Franco-Nevada Corporation (FNV)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
First Tr Exchange-traded Risng Divd Achiv (RDVY)

View all positions for Tcfg Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Wellington Management Company
Capital World Investors
UBS Group
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.