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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
2024-03-31 $343k 1.7k 200.37
2023-12-31 $325k 1.9k 170.18

More positions owned by Twin Peaks Wealth Advisors

First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded First Tr Enh New (FTSM)
Meta Platforms Cl A (META)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)

View all positions for Twin Peaks 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.