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JPMorgan Chase & Co. shares owned by Tumwater Wealth Management

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

Historical chart of Tumwater Wealth Management investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Tumwater Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $419k 1.3k 315.43
2025-06-30 $385k 1.3k 289.91
2025-03-31 $326k 1.3k 245.30
2024-12-31 $318k 1.3k 239.71

More positions owned by Tumwater Wealth Management

Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Apple (AAPL)
Schwab Strategic Tr Fundamental Intl (FNDC)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ida (IDA)
Caterpillar (CAT)

View all positions for Tumwater Wealth Management

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.