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JPMorgan Chase & Co. shares owned by ZynergyRetirementPlanning

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

Historical chart of ZynergyRetirementPlanning investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by ZynergyRetirementPlanning

Quarter filed Position value Share count Share price at filing
2024-09-30 $251k 1.2k 210.86
2024-06-30 $261k 1.3k 202.26

More positions owned by ZynergyRetirementPlanning

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Reit Etf (SCHH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Home Depot (HD)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for ZynergyRetirementPlanning

Top funds holding JPMorgan Chase & Co.

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

View all funds holding JPMorgan Chase & Co.