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JPMorgan Chase & Co. shares owned by AJ Advisors

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

Historical chart of AJ Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by AJ Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 9.9k 200.30
2023-12-31 $1.7M 9.9k 170.09
2023-09-30 $588k 4.1k 145.01
2023-06-30 $223k 1.5k 145.43
2022-12-31 $238k 1.8k 134.09

More positions owned by AJ Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Intl Div Grwth (IGRO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Principal Exchange Traded Active High Yl (YLD)
Microsoft Corporation (MSFT)
Coca-Cola Company (KO)

View all positions for AJ Advisors

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.