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Jpmorgan Chase Bk N A Instl Ctf Dep Book 5.300percent 03/04/25 Dtd 03/05/24 Clb shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Jpmorgan Chase Bk N A Instl Ctf Dep Book 5.300percent 03/04/25 Dtd 03/05/24 Clb shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Jpmorgan Chase Bk N A Instl Ctf Dep Book 5.300percent 03/04/25 Dtd 03/05/24 Clb

Tip: Access up to 7 years of quarterly data

All positions including Jpmorgan Chase Bk N A Instl Ctf Dep Book 5.300percent 03/04/25 Dtd 03/05/24 Clb held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jpmorgan Chase Bk N A Instl Ctf Dep Book 5.300percent 03/04/25 Dtd 03/05/24 Clb by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $70k 70k 1.00

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
Airbnb Common Stock (ABNB)
Microsoft Corp Common Stock (MSFT)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Apple Common Stock (AAPL)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Costco Wholesale Corp Common Stock (COST)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Vanguard PRIMECAP Core Inv Mutual Fund (VPCCX)

View all positions for Encompass Wealth Advisors

Top funds holding Jpmorgan Chase Bk N A Instl Ctf Dep Book 5.300percent 03/04/25 Dtd 03/05/24 Clb

Encompass Wealth Advisors

View all funds holding Jpmorgan Chase Bk N A Instl Ctf Dep Book 5.300percent 03/04/25 Dtd 03/05/24 Clb