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JPMorgan Chase & Co. shares owned by Wealth Management Solutions

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2023-09-30 $403k 2.8k 145.03
2023-06-30 $403k 2.8k 145.43
2023-03-31 $344k 2.6k 130.32
2022-12-31 $343k 2.6k 134.14

More positions owned by Wealth Management Solutions

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Msci Usa Mmentm (MTUM)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard World Fds Health Car Etf (VHT)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)
Nfj Dividend Interest (NFJ)
Microsoft Corporation (MSFT)

View all positions for Wealth Management Solutions

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
Morgan Stanley
Geode Capital Management
FMR
Bank of America Corporation
Wellington Management Company
T. Rowe Price Associates
Northern Trust
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.