USAdvisors Wealth Management »

JPMorgan Chase & Co. shares owned by USAdvisors Wealth Management

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

Historical chart of USAdvisors Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by USAdvisors Wealth Management 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 USAdvisors Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $311k 1.3k 239.05
2024-09-30 $293k 1.4k 210.49
2024-06-30 $309k 1.5k 201.70
2024-03-31 $343k 1.7k 199.30
2023-12-31 $263k 1.5k 170.12

More positions owned by USAdvisors Wealth Management

Invesco Qqq Trust Nasdaq 100 ETF (QQQ)
Invesco S&p 500 Momentum Etf Spmo (SPMO)
Schwab Us Large Cap Value Etf Us Lcap Va Etf (schv) (SCHV)
Schwab Us Large Cap Growth Etf Us Lcap Gr Etf(schg) (SCHG)
Fidelity Total Bond Etf Total Bd Etf (fbnd) (FBND)
Pacer Us Cash Cows 100 Etf Growth Etf (COWZ)
Avantis US Small Cap Value ETF Small Cap Etf (avuv) (AVUV)
Schwab Us Dividend Equity Etf Us Dividend Eq (schd) (SCHD)
Ishares Global 100 Etf Global 100 Etf (IOO)
Ishs Msci Intl Quality Fact Etf Intl Qlty Factor(iqlt) (IQLT)
Dimensional Etf Tr U S Core Equity 2 Us Core Equity 2 (dfac) (DFAC)
Invesco Exchange-traded Fd Tr Invesc S&p Mdcp Quality (xmhq) (XMHQ)
J P Morgan Hedged Equity Laddered Overlay Etf Helo (HELO)
Columbia Research Enhanced Cr Etf Recs (RECS)
Ishares Core S&p Us Value Etf Core S&p Usvlu (iusv) (IUSV)

View all positions for USAdvisors Wealth Management

Top funds holding JPMorgan Chase & Co.

BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
FMR
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Wellington Management Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company
Legal & General Group

View all funds holding JPMorgan Chase & Co.