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JPMorgan Chase & Co. shares owned by Turtle Creek Wealth Advisors

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

Historical chart of Turtle Creek Wealth Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Turtle Creek 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 Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.1M 36k 200.30
2023-12-31 $5.7M 34k 170.10

More positions owned by Turtle Creek Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Technology (XLK)
Blue Owl Capital Com Cl A (OWL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Ttl Stk (ITOT)
JPMorgan Chase & Co. (JPM)
Lam Research Corporation (LRCX)
Ishares Tr Rus 1000 Etf (IWB)
Caterpillar (CAT)
Kla Corp Com New (KLAC)
NVIDIA Corporation (NVDA)

View all positions for Turtle Creek Wealth Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.