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JPMorgan Chase & Co. shares owned by Geometric Wealth Advisors

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

Historical chart of Geometric Wealth Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Geometric Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $231k 1.2k 200.30

More positions owned by Geometric Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Inflation Prote (DFIP)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Eaton Corp SHS (ETN)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Geometric Wealth Advisors

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.