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JPMorgan Chase & Co. shares owned by Weinberger Asset Management

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

Historical chart of Weinberger Asset Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Weinberger Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.6M 5.1k 322.22
2025-09-30 $1.6M 5.1k 315.43
2025-06-30 $1.5M 5.1k 289.91
2025-03-31 $1.2M 4.8k 245.30

More positions owned by Weinberger Asset Management

Vanguard Index Fds Total Stk Mkt (VTI)
Philip Morris International (PM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Bank of America Corporation (BAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Weinberger Asset Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Bank of New York Mellon
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Capital Research Global Investors
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.