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JPMorgan Chase & Co. shares owned by Family Asset Management

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

Historical chart of Family Asset Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Family Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $291k 1.7k 170.08
2023-09-30 $219k 1.5k 145.00
2023-06-30 $220k 1.5k 145.42
2022-12-31 $213k 1.6k 134.13

More positions owned by Family Asset Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Mbs Etf (MBB)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Family Asset Management

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.