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JPMorgan Chase & Co. shares owned by Ccg Wealth Management

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

Historical chart of Ccg Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Ccg Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $234k 1.2k 200.30
2022-12-31 $279k 2.1k 134.10
2022-06-30 $214k 1.9k 112.75
2022-03-31 $212k 1.6k 136.07

More positions owned by Ccg Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Rus Mid Cap Etf (IWR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Procter & Gamble Company (PG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Homestreet (HMST)
Sempra Energy (SRE)
Vanguard Index Fds Total Stk Mkt (VTI)
Bofi Holding (AX)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Ccg Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.