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JPMorgan Chase & Co. shares owned by WealthPoint Financial

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

Historical chart of WealthPoint Financial investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by WealthPoint Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $668k 2.0k 327.28
2026-03-31 $652k 2.2k 294.22
2025-12-31 $801k 2.5k 322.25

More positions owned by WealthPoint Financial

Spdr Series Trust St Str P500etf (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Sp 500 Grwt Etf (IVW)
Ishares Tr Sp 500 Val Etf (IVE)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Msci Acwi Ex Us (ACWX)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
State Str Spdr Sp 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Us Largecap Fund (EPS)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Exch Traded Fd Tr Ii Sp 500 Momntm (SPMO)

View all positions for WealthPoint Financial

Top funds holding JPMorgan Chase & Co.

BlackRock
Vanguard Capital Management
State Street Corporation
Bank of America Corporation
Morgan Stanley
Vanguard Portfolio Management
Geode Capital Management
Norges Bank Investment Management
Northern Trust
Capital Research Global Investors
T. Rowe Price Associates
UBS Group
Goldman Sachs Group
FMR
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.