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JPMorgan Chase & Co. shares owned by West Wealth Group

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

Historical chart of West Wealth Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by West Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $256k 1.3k 200.37
2023-12-31 $216k 1.3k 170.06
2021-12-31 $233k 1.5k 158.40

More positions owned by West Wealth Group

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Global Energ Etf (IXC)

View all positions for West Wealth Group

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.