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JPMorgan Chase & Co. shares owned by Trajan Wealth

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2024-06-30 $9.5M 47k 202.26

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Meta Platforms Cl A (META)
Mastercard Incorporated Cl A (MA)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Apple (AAPL)
Amazon (AMZN)
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Spinnaker Etf Series Trajan Wealth (TWIO)
UnitedHealth (UNH)
Costco Wholesale Corporation (COST)
Booking Holdings (BKNG)
AmerisourceBergen (COR)

View all positions for Trajan Wealth

Top funds holding JPMorgan Chase & Co.

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

View all funds holding JPMorgan Chase & Co.