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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
2025-09-30 $1.0M 3.3k 315.43
2025-06-30 $1.0M 3.5k 289.88
2025-03-31 $877k 3.6k 245.29
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)
NVIDIA Corporation (NVDA)
Vaneck Etf Trust Junior Gold Mine (GDXJ)
Amazon (AMZN)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Microsoft Corporation (MSFT)
Franco-Nevada Corporation (FNV)
Ea Series Trust Alpha Arch 1-3 (BOXX)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Oklo Com Cl A (OKLO)
Dimensional Etf Trust Global Cr Etf (DGCB)
Agnico (AEM)
Visa Com Cl A (V)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Wheaton Precious Metals Corp (WPM)

View all positions for Tcfg 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.