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JPMorgan Chase & Co. shares owned by Three Bridge Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Three Bridge 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 Three Bridge Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $325k 1.5k 210.86
2024-06-30 $312k 1.5k 202.26
2024-03-31 $409k 2.0k 200.30
2023-12-31 $347k 2.0k 170.10
2023-09-30 $296k 2.0k 145.02
2023-06-30 $297k 2.0k 145.44
2023-03-31 $266k 2.0k 130.31

More positions owned by Three Bridge Wealth Advisors

Ishares Tr Msci Acwi Etf (ACWI)
Coinbase Global Com Cl A (COIN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus Mid Cap Etf (IWR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Gold Tr Gold Shs (GLD)
Meta Platforms Cl A (META)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Emg Mkt Etf (EEM)
Roblox Corp Cl A (RBLX)

View all positions for Three Bridge Wealth Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.