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JPMorgan Chase & Co. shares owned by Welch Financial Planning

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

Historical chart of Welch Financial Planning investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Welch Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $291k 903 322.22

More positions owned by Welch Financial Planning

Boeing Company (BA)
J P Morgan Exchange Traded F Active Growth (JGRO)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Core Divid Etf (DIVB)
Managed Portfolio Series Leuthold Select (LST)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Spdr Index Shs Fds S&p Emktsc Etf (EWX)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Wisdomtree Tr Emgring Mkts (EMMF)
Innovator Etfs Trust Equity Dual Dirc (DDFS)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Innovator Etfs Trust Growth Accelerat (XDQQ)

View all positions for Welch Financial Planning

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.