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JPMorgan Chase & Co. shares owned by Archford Capital Strategies

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

Historical chart of Archford Capital Strategies investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Archford Capital Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.2M 21k 200.30
2023-12-31 $3.6M 21k 170.10
2023-09-30 $3.2M 22k 145.02
2023-06-30 $3.3M 21k 158.00
2023-03-31 $2.6M 20k 127.61
2022-12-31 $2.3M 17k 134.10
2022-09-30 $1.8M 17k 104.50
2022-06-30 $1.8M 16k 112.64
2022-03-31 $2.0M 15k 133.33
2021-12-31 $2.1M 13k 158.33
2021-09-30 $2.1M 13k 163.71
2021-06-30 $1.9M 13k 155.56
2021-03-31 $1.7M 11k 152.16
2020-12-31 $3.1M 23k 136.03
2020-09-30 $2.2M 23k 96.28
2020-06-30 $2.1M 22k 94.05
2020-03-31 $1.9M 21k 90.02
2019-12-31 $3.3M 23k 139.41
2019-09-30 $3.0M 26k 117.69
2019-06-30 $2.9M 26k 111.82
2019-03-31 $2.4M 24k 101.23
2018-12-31 $2.4M 24k 97.63
2018-09-30 $2.7M 24k 112.83
2018-06-30 $1.8M 17k 104.21
2018-03-31 $1.9M 18k 106.92
2017-12-31 $1.9M 18k 106.88
2017-09-30 $1.6M 17k 95.43
2017-06-30 $1.9M 19k 102.36
2017-03-31 $1.5M 17k 87.26
2016-12-31 $1.4M 16k 86.19
2016-09-30 $1.0M 16k 66.53
2016-06-30 $892k 14k 62.13
2016-03-31 $13k 770 16.85
2015-12-31 $819k 12k 66.20
2015-09-30 $284k 4.7k 61.04
2015-06-30 $339k 5.6k 60.58
2015-03-31 $339k 5.6k 60.58
2014-12-31 $327k 5.2k 62.63
2014-09-30 $341k 5.7k 60.17
2014-06-30 $343k 5.9k 57.63
2014-03-31 $393k 6.5k 60.71

More positions owned by Archford Capital Strategies

Vanguard Growth Etf Growth Etf (VUG)
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Schwab Fundamental International Large Co. Index Etf Schwb Fdt Int Lg (FNDF)
Vanguard Value Etf Value Etf (VTV)
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Invesco Russell 1000 Dynamic Multifactor Etf Rusl 1000 Dynm (OMFL)
Vanguard Intermediate-term Treasury Etf Inter Term Treas (VGIT)
Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Us Qualty Fctr (JQUA)
Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Jpmorgan Betabuilders U.s. Equity Etf Betabuildrs Us (BBUS)

View all positions for Archford Capital Strategies

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.