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JPMorgan Chase & Co. shares owned by Balasa Dinverno & Foltz

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

Historical chart of Balasa Dinverno & Foltz investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Balasa Dinverno & Foltz

Quarter filed Position value Share count Share price at filing
2022-09-30 $2.4M 23k 104.51
2022-06-30 $2.4M 22k 112.62
2022-03-31 $3.1M 23k 136.34
2021-12-31 $3.6M 23k 158.34
2021-09-30 $3.8M 23k 163.67
2021-06-30 $3.4M 22k 155.53
2021-03-31 $5.5M 36k 152.23
2020-12-31 $4.9M 38k 127.06
2020-09-30 $2.7M 28k 96.25
2020-06-30 $2.4M 26k 94.07
2020-03-31 $2.9M 33k 90.03
2019-12-31 $4.6M 33k 139.40
2019-09-30 $3.0M 25k 117.68
2019-06-30 $2.8M 25k 111.78
2019-03-31 $2.3M 23k 101.23
2018-12-31 $2.1M 21k 97.60
2018-09-30 $2.6M 23k 112.84
2018-06-30 $2.2M 21k 104.22
2018-03-31 $2.2M 20k 109.97
2017-12-31 $2.1M 19k 106.92
2017-09-30 $1.8M 19k 95.49
2017-06-30 $1.7M 19k 91.40
2017-03-31 $1.5M 17k 87.87
2016-12-31 $1.4M 17k 86.28
2016-09-30 $1.1M 16k 66.57
2016-06-30 $982k 16k 62.17
2016-03-31 $912k 15k 59.23
2015-12-31 $1.8M 27k 66.02
2015-09-30 $1.6M 26k 60.96
2015-06-30 $1.7M 25k 67.77
2015-03-31 $1.5M 24k 60.57
2014-12-31 $1.6M 26k 62.59
2014-09-30 $1.5M 25k 60.24
2014-06-30 $1.4M 24k 57.64
2014-03-31 $1.5M 24k 60.71
2013-12-31 $1.4M 25k 58.49
2013-09-30 $1.2M 24k 51.68
2013-06-30 $1.4M 26k 52.78

More positions owned by Balasa Dinverno & Foltz

DFA US Marketwide Value ETF Us Mktwide Value (DFUV)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
Vanguard Small-Cap Growth ETF Sml Cp Grw Etf (VBK)
iShares Edge MSCI USA Momentum Factor ETF Msci Usa Mmentm (MTUM)
iShares Core S&P 500 ETF Core S&p 500 Etf (IVV)
iShares Edge MSCI USA Quality Factor ETF Msci Usa Qlt Fct (QUAL)
Goldman Sachs ActiveBeta International Equity ETF Activebeta Int (GSIE)
Vanguard Growth ETF Growth Etf (VUG)
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)
iShares Edge MSCI Multifactor Intl ETF Intl Eqty Factor (INTF)
DFA International Small Cap ETF Intl Small Cap E (DFIS)
iShares MSCI EAFE ETF Msci Eafe Etf (EFA)
iShares National Muni Bond ETF National Mun Etf (MUB)
DFA Emerging Markets Core Equity 2 ETF Emerging Mkts Co (DFEM)
DFA International Value ETF Internatnal Val (DFIV)

View all positions for Balasa Dinverno & Foltz

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.