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Twin Peaks Wealth Advisors »

JPMorgan Chase & Co. shares owned by Twin Peaks Wealth Advisors

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

Historical chart of Twin Peaks Wealth Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Twin Peaks 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 Twin Peaks Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$448k	2.1k	210.92
2024-06-30	$386k	1.9k	202.29
2024-03-31	$343k	1.7k	200.37
2023-12-31	$325k	1.9k	170.18

More positions owned by Twin Peaks Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)

First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

Meta Platforms Cl A (META)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)

Ishares Tr Core Total Usd (IUSB)

First Tr Exchange-traded First Tr Enh New (FTSM)

First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)

First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)

Microsoft Corporation (MSFT)

Invesco Qqq Tr Unit Ser 1 (QQQ)

NVIDIA Corporation (NVDA)

First Tr Exchange-traded Us Eqty Oppt Etf (FPX)

Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Twin Peaks Wealth Advisors

Top funds holding JPMorgan Chase & Co.

State Street Corporation

Geode Capital Management

Bank of America Corporation

Capital World Investors

Capital Research and Management Company - Division 3

T. Rowe Price Associates

Royal Bank of Canada

Bank of New York Mellon

Massachusetts Financial Services

Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.

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