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JPMorgan Chase & Co. shares owned by Cranbrook Wealth Management

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

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

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All positions including JPMorgan Chase & Co. held by Cranbrook 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 Cranbrook Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $823k 4.1k 200.30
2023-12-31 $699k 4.1k 170.10
2023-09-30 $582k 4.0k 145.02
2023-06-30 $584k 4.0k 145.44
2023-03-31 $523k 4.0k 130.31
2022-12-31 $380k 2.8k 134.10
2022-09-30 $300k 2.9k 104.35
2022-06-30 $324k 2.9k 112.70
2022-03-31 $484k 3.6k 136.34
2021-12-31 $573k 3.6k 158.29
2021-09-30 $593k 3.6k 163.81
2021-06-30 $552k 3.6k 155.49
2021-03-31 $546k 3.6k 152.22
2020-12-31 $375k 2.9k 127.20
2020-09-30 $273k 2.8k 96.16
2020-06-30 $267k 2.8k 94.05
2020-03-31 $256k 2.8k 90.17
2019-12-31 $396k 2.8k 139.49
2019-09-30 $334k 2.8k 117.65
2019-06-30 $312k 2.8k 111.67
2019-03-31 $283k 2.8k 101.29
2018-12-31 $273k 2.8k 97.71
2018-09-30 $315k 2.8k 112.74
2018-06-30 $291k 2.8k 104.15
2018-03-31 $347k 3.2k 109.98
2017-12-31 $337k 3.2k 106.81
2017-09-30 $301k 3.2k 95.40
2017-06-30 $288k 3.2k 91.28
2017-03-31 $277k 3.2k 87.80
2016-12-31 $324k 3.8k 86.28
2016-09-30 $210k 3.2k 66.56
2016-06-30 $196k 3.2k 62.12
2016-03-31 $187k 3.2k 59.27
2015-12-31 $208k 3.2k 65.93
2015-09-30 $192k 3.2k 60.86
2015-06-30 $214k 3.2k 67.83
2015-03-31 $302k 5.0k 60.56
2014-12-31 $312k 5.0k 62.56
2013-12-31 $870k 15k 58.47

More positions owned by Cranbrook Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for Cranbrook Wealth Management

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.