Three Bridge Wealth Advisors »

JPMorgan Chase & Co. shares owned by Three Bridge Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $409k 2.0k 200.30
2023-12-31 $347k 2.0k 170.10
2023-09-30 $296k 2.0k 145.02
2023-06-30 $297k 2.0k 145.44
2023-03-31 $266k 2.0k 130.31

More positions owned by Three Bridge Wealth Advisors

Ishares Tr Msci Acwi Etf (ACWI)
Coinbase Global Com Cl A (COIN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
Ishares Gold Tr Ishares New (IAU)
Meta Platforms Cl A (META)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rus Mid Cap Etf (IWR)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)

View all positions for Three Bridge 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.