U S Wealth Group »

JPMorgan Chase & Co. shares owned by U S Wealth Group

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

Historical chart of U S Wealth Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by U S Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 11k 315.43
2025-06-30 $3.1M 11k 289.91

More positions owned by U S Wealth Group

TLT Etf (TLT)
Ishares Tr Lehman Bd Common Stock (AGG)
Ief Etf (IEF)
Alphabet Common Stock (GOOGL)
Nvidia Corp Common Stock (NVDA)
Apple Computer Common Stock (AAPL)
Streettracks Gold TRUST Common Stock
Schwab US Large Cap Etf Etf (SCHX)
Facebook Inc Class A Common Stock (META)
Microsoft Corp Common Stock (MSFT)
Amazon Common Stock (AMZN)
Goldman Sachs Group Common Stock (GS)
Exxon Mobil Corporation Common Stock (XOM)
Broadcom Common Stock
United Rentals Common Stock (URI)

View all positions for U S Wealth Group

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.