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JPMorgan Chase & Co. shares owned by Wunderlich Capital Managemnt

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wunderlich Capital Managemnt from 13F filings

Historical chart of Wunderlich Capital Managemnt investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Wunderlich Capital Managemnt consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Wunderlich Capital Managemnt

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.8M 22k 170.10
2023-09-30 $3.3M 23k 145.02
2023-06-30 $3.4M 23k 145.43
2023-03-31 $3.0M 23k 130.32
2022-12-31 $3.1M 23k 134.11
2022-09-30 $2.4M 23k 104.52
2022-06-30 $2.5M 22k 112.59
2022-03-31 $3.0M 22k 136.30
2021-12-31 $3.5M 22k 158.37
2021-09-30 $3.7M 23k 163.70
2021-06-30 $3.4M 22k 155.54
2021-03-31 $3.3M 22k 152.25
2020-12-31 $2.9M 23k 127.06
2020-09-30 $2.2M 23k 96.27
2020-06-30 $2.1M 23k 94.05
2020-03-31 $2.0M 23k 90.03
2019-12-31 $3.2M 23k 139.38
2019-09-30 $2.7M 23k 117.69
2019-06-30 $2.5M 23k 111.81
2019-03-31 $2.3M 23k 101.23
2018-12-31 $2.2M 22k 97.62
2018-09-30 $2.5M 22k 112.85
2018-06-30 $2.6M 23k 110.05
2018-03-31 $2.6M 23k 109.96
2017-12-31 $2.5M 24k 106.96
2017-09-30 $2.3M 24k 95.49
2017-06-30 $2.2M 24k 91.42
2017-03-31 $2.1M 24k 87.85
2016-12-31 $2.1M 24k 86.29
2016-09-30 $1.6M 25k 66.59
2016-06-30 $1.5M 24k 62.16
2016-03-31 $1.4M 24k 59.21
2015-12-31 $1.5M 23k 66.04
2015-09-30 $1.4M 23k 60.95
2015-06-30 $1.5M 23k 67.73
2015-03-31 $1.3M 22k 60.19
2014-12-31 $1.4M 22k 62.76
2014-09-30 $1.3M 21k 59.89
2014-06-30 $1.2M 21k 57.74
2014-03-31 $1.3M 22k 60.57
2013-12-31 $1.3M 22k 58.38

More positions owned by Wunderlich Capital Managemnt

JP Morgan Ultra-Short Income ETF ExchangeTraded Fund (JPST)
Amazon (AMZN)
Google
Apple (AAPL)
Microsoft Corporation (MSFT)
Quanta Services (PWR)
Ishares 7-10 Year Treasury ExchangeTraded Fund (IEF)
Broadcom (AVGO)
Vanguard Total Bond Market ExchangeTraded Fund (BND)
Vanguard MBS ExchangeTraded Fund (VMBS)
Facebook Inc cl a (META)
Vanguard Short Term Coporate ExchangeTraded Fund (VCSH)
EOG Resources (EOG)
priceline.com Incorporated
Vanguard Intermediate Term Coporate ExchangeTraded Fund (VCIT)

View all positions for Wunderlich Capital Managemnt

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.