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JPMorgan Chase & Co. shares owned by Leeward Financial Partners

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

Historical chart of Leeward Financial Partners investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Leeward Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $232k 1.2k 200.30
2022-06-30 $208k 1.8k 112.62
2022-03-31 $2.8M 21k 136.32
2021-12-31 $2.9M 18k 158.34

More positions owned by Leeward Financial Partners

Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Large Cap Etf (VV)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Eaton Corp SHS (ETN)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Leeward Financial Partners

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.