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JPMorgan Chase & Co. shares owned by Towerpoint Wealth

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

Historical chart of Towerpoint Wealth investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Towerpoint Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $291k 1.4k 210.87
2024-06-30 $279k 1.4k 202.26
2024-03-31 $227k 1.1k 200.30

More positions owned by Towerpoint Wealth

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 1000 Val Etf (IWD)
First Tr Value Line Divid In SHS (FVD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Iboxx Hi Yd Etf (HYG)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Spdr Ser Tr S&p Kensho New (KOMP)
Microsoft Corporation (MSFT)

View all positions for Towerpoint Wealth

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.