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JPMorgan Chase & Co. shares owned by Waypoint Wealth Partners

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

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

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Waypoint 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 Waypoint Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $621k 3.1k 202.26

More positions owned by Waypoint Wealth Partners

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
United Parcel Service CL B (UPS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Esg Awr Msci Usa (ESGU)
Airbnb Com Cl A (ABNB)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Waypoint Wealth Partners

Top funds holding JPMorgan Chase & Co.

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

View all funds holding JPMorgan Chase & Co.