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JPMorgan Chase & Co. shares owned by Wetzel Investment Advisors

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

Historical chart of Wetzel Investment Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Wetzel Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.4M 46k 181.25
2023-12-31 $8.0M 47k 170.09

More positions owned by Wetzel Investment Advisors

Ishares Tr Core Us Aggbd Et Agg (AGG)
Vanguard Index Funds S&p 500 Etf Voo (VOO)
Jpmorgan Chase & Company JPM (JPM)
Eli Lilly & Company Lly (LLY)
Ishares Tr Rus 1000 Grw Etf Iwf (IWF)
Vanguard Extended Market Etf VXF (VXF)
First Trust Morningstar Dividend Leaders Index Fund FDL (FDL)
First Trust Capital Strength Etf FTCS (FTCS)
Ishares Tr Conv Bd Etf Icvt (ICVT)
Ishares Tr Intl Sel Div Etf Idv (IDV)
Spdr S&p 500 Etf Spy (SPY)
Ishares Tr Core S&p Mcp Etf Ijh (IJH)
Vanguard Value Etf VTV (VTV)
Ishares Incorporated Core Msci Emkt Iemg (IEMG)
Vanguard Total International Stock Etf Vxus (VXUS)

View all positions for Wetzel Investment 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.