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JPMorgan Chase & Co. shares owned by Whalen Wealth Management

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

Historical chart of Whalen Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.2M 5.2k 239.73
2024-09-30 $815k 3.9k 210.86
2024-06-30 $813k 4.0k 202.24
2024-03-31 $808k 4.0k 200.30

More positions owned by Whalen Wealth Management

Ishares Tr Short Treas Bd (SHV)
Ishares Tr Fltg Rate Nt Etf (FLOT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Simplify Exchange Traded Fun Managed Futures (CTA)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Global X Fds Glbl X Mlp Etf (MLPA)
Proshares Tr Short S&p 500 Ne
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)

View all positions for Whalen Wealth Management

Top funds holding JPMorgan Chase & Co.

BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
FMR
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Wellington Management Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company
Legal & General Group

View all funds holding JPMorgan Chase & Co.