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JPMorgan Chase & Co. shares owned by Ade

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

Historical chart of Ade investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Ade

Quarter filed Position value Share count Share price at filing
2024-03-31 $339k 1.7k 200.26
2023-12-31 $288k 1.7k 170.06
2023-09-30 $245k 1.7k 144.98
2023-06-30 $246k 1.7k 145.48
2023-03-31 $220k 1.7k 130.34
2022-12-31 $227k 1.7k 134.13
2022-06-30 $201k 1.8k 112.86
2022-03-31 $243k 1.8k 136.44
2021-12-31 $301k 1.9k 157.76
2021-09-30 $292k 1.8k 163.95
2021-06-30 $370k 2.4k 155.33
2021-03-31 $364k 2.4k 152.37
2020-12-31 $401k 3.2k 127.22

More positions owned by Ade

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr National Mun Etf (MUB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr 3yrtb Etf (ISHG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Ade

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.