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JPMorgan Chase & Co. shares owned by TradeWell Securities

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

Historical chart of TradeWell Securities investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by TradeWell Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 12k 310.71
2025-06-30 $3.6M 12k 289.91
2025-03-31 $2.8M 12k 245.29
2024-12-31 $2.8M 12k 239.71

More positions owned by TradeWell Securities

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange Traded Finls Alphadex (FXO)
First Tr Exchange Traded Nasdaq Bk Etf (FTXO)
Amazon (AMZN)
First Tr Exchange Traded Rba Indl Etf (AIRR)
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Nucor Corporation (NUE)

View all positions for TradeWell Securities

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.