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JPMorgan Chase & Co. shares owned by Total Wealth Planning

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

Historical chart of Total Wealth Planning investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Total Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 9.0k 315.43
2025-06-30 $2.6M 8.9k 289.90

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Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl Small Cap E (DFIS)
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Vanguard Index Fds Mcap Vl Idxvip (VOE)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Total Wealth Planning

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.