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JPMorgan Chase & Co. shares owned by Uniting Wealth Partners

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

Historical chart of Uniting Wealth Partners investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Uniting Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 5.2k 322.22
2025-09-30 $1.6M 5.1k 315.43
2025-06-30 $954k 3.3k 289.91
2025-03-31 $772k 3.1k 245.30
2024-12-31 $733k 3.1k 239.71

More positions owned by Uniting Wealth Partners

Wal-Mart Stores (WMT)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Vaneck Etf Trust Gold Miners Etf (GDX)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Microsoft Corporation (MSFT)
Etf Ser Solutions Aptus Lrg Cap Up (UPSD)
Ishares Tr Msci Usa Mmentm (MTUM)
Apple (AAPL)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Exxon Mobil Corporation (XOM)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DLAG)

View all positions for Uniting Wealth Partners

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Bank of New York Mellon
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Capital Research Global Investors
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.