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JPMorgan Chase & Co. shares owned by Warren Street Wealth Advisors

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

Historical chart of Warren Street Wealth Advisors investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Warren Street 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 Warren Street Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $860k 4.1k 210.84
2024-06-30 $829k 4.1k 202.27
2024-03-31 $815k 4.1k 200.28
2023-12-31 $596k 3.5k 170.10
2023-09-30 $477k 3.3k 145.02
2023-06-30 $461k 3.2k 145.44
2023-03-31 $207k 1.6k 130.31

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View all positions for Warren Street Wealth Advisors

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.