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JPMorgan Chase & Co. shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $772k 3.9k 200.30

More positions owned by Triad Wealth Partners

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Flexshares Tr Cr Scd Us Bd (SKOR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
J P Morgan Exchange Traded F Mkt Expn Enhncd (JMEE)
Ishares Tr High Yld Systm B (HYDB)
Microsoft Corporation (MSFT)

View all positions for Triad Wealth 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.