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JPMorgan Chase & Co. shares owned by Briaud Financial Planning

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

Historical chart of Briaud Financial Planning investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Briaud Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $41k 200 205.00
2023-09-30 $40k 277 144.40

More positions owned by Briaud Financial Planning

Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Msci Jpn Etf New (EWJ)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p500 Etf (IVV)
Exxon Mobil Corporation (XOM)
Air Products & Chemicals (APD)
Apple (AAPL)
Walt Disney Company (DIS)
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Briaud Financial Planning

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
Morgan Stanley
Geode Capital Management
FMR
Bank of America Corporation
Wellington Management Company
T. Rowe Price Associates
Northern Trust
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.