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JPMorgan Chase & Co. shares owned by TRUE Private Wealth Advisors

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

Historical chart of TRUE Private Wealth Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by TRUE Private 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 TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.0M 29k 210.87
2024-06-30 $6.0M 30k 202.26
2024-03-31 $6.2M 31k 200.30
2023-12-31 $6.3M 37k 170.10
2023-09-30 $5.6M 38k 145.02
2023-06-30 $5.6M 38k 145.44
2023-03-31 $5.0M 38k 130.31
2022-12-31 $5.2M 39k 134.10
2022-09-30 $3.9M 37k 104.47
2022-06-30 $3.8M 34k 112.60
2022-03-31 $4.1M 33k 127.09
2021-12-31 $4.9M 31k 158.34
2021-09-30 $4.9M 30k 163.68
2021-06-30 $4.7M 30k 155.52
2021-03-31 $4.9M 32k 152.24
2020-12-31 $3.8M 30k 127.04
2020-09-30 $3.0M 31k 96.25
2020-06-30 $2.9M 30k 94.04
2020-03-31 $3.1M 35k 90.02
2019-12-31 $3.7M 26k 139.37
2019-09-30 $3.0M 25k 117.69
2019-06-30 $2.5M 22k 111.78
2019-03-31 $2.1M 21k 101.23
2018-12-31 $2.2M 23k 97.62
2018-09-30 $2.4M 22k 112.84
2018-06-30 $2.2M 21k 104.16
2018-03-31 $2.0M 18k 109.97
2017-12-31 $2.0M 18k 106.92
2017-09-30 $1.2M 12k 95.51
2017-06-30 $1.1M 12k 91.33
2017-03-31 $959k 11k 86.15
2016-12-31 $1.0M 12k 84.94
2016-09-30 $734k 11k 67.70
2016-06-30 $801k 13k 62.12
2016-03-31 $791k 13k 59.26

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Agency Bond Etf (AGZ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Fltg Rate Nt Etf (FLOT)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Zacks Trust Small/mid Cap (SMIZ)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Msci Emrg Chn (EMXC)
Vaneck Etf Trust Clo Etf (CLOI)

View all positions for TRUE Private Wealth Advisors

Top funds holding JPMorgan Chase & Co.

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

View all funds holding JPMorgan Chase & Co.