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JPMorgan Chase & Co. shares owned by Wellington Wealth Strategies

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

Historical chart of Wellington Wealth Strategies investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Wellington Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $704k 3.2k 221.93
2024-03-31 $714k 3.6k 200.29
2023-12-31 $1.1M 6.7k 170.09
2020-12-31 $1.1M 6.7k 170.09

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Meta Platforms Inc Class A Cl A (META)
NVIDIA Corporation (NVDA)
Ishars Ultr Shrt Trm Bndactv Etf Blackrock Ultra (ICSH)
Amazon (AMZN)
Ishares Treasury Floatngrate Bd Etf TRS FLT RT BD (TFLO)
Jpmorgan Ultra Short Income Etf Ultra Shrt Etf (JPST)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Spdr Short Term Corporate Bnd Etf Portfolio Short (SPSB)
Alphabet Inc Class A Cap Stk Cl A (GOOGL)
Oracle Corporation (ORCL)
Merck & Co (MRK)
Adobe Systems Incorporated (ADBE)

View all positions for Wellington Wealth Strategies

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Wellington Management Company
Capital World Investors
UBS Group
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.