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JPMorgan Chase & Co. shares owned by Waterway Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Waterway Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $630k 3.1k 200.28
2023-12-31 $510k 3.0k 170.12

More positions owned by Waterway Wealth Management

Wisdomtree Large Cap Dividend Etf (DLN)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Ishares S&p Smallcap 600 Etf Etf (IJR)
DFA Dimensional US Small Cap Value ETF Etf (DFSV)
Fidelity Msci Health Care Index Etf Etf (FHLC)
Ishares Russell 1000 Growth Etf Etf (IWF)
Nvidia Corporation Stock (NVDA)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Tax-exempt Bond Etf Etf (VTEB)
Financial Select Sector Spdr Etf (XLF)
Microsoft Stock (MSFT)
Exxon Mobil Corp Stock (XOM)

View all positions for Waterway Wealth Management

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.