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JPMorgan Chase & Co. shares owned by Capital Management Associates

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

Historical chart of Capital Management Associates investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Capital Management Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $732k 3.7k 200.32
2023-12-31 $365k 2.1k 170.14

More positions owned by Capital Management Associates

Honeywell International (HON)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
General Mills (GIS)
Pimco Etf Tr 0-5 High Yield (HYS)
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)
Vanguard Index Fds Small Cp Etf (VB)
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)
McDonald's Corporation (MCD)
Boston Scientific Corporation (BSX)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Mid Cap Etf (VO)
National Retail Properties (NNN)
Microsoft Corporation (MSFT)

View all positions for Capital Management Associates

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.