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JPMorgan Chase & Co. shares owned by Carroll Financial Associates

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

Historical chart of Carroll Financial Associates investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Carroll Financial Associates

Quarter filed Position value Share count Share price at filing
2021-12-31 $9.3M 59k 158.15
2021-09-30 $9.2M 56k 163.69
2021-06-30 $8.7M 56k 155.54
2021-03-31 $8.8M 58k 152.22
2020-12-31 $7.3M 57k 127.07
2020-09-30 $5.5M 57k 96.27
2020-06-30 $5.9M 63k 94.05
2020-03-31 $5.7M 63k 90.02
2019-12-31 $9.6M 69k 139.40
2019-09-30 $8.0M 68k 117.68
2019-06-30 $6.9M 62k 111.80
2019-03-31 $6.1M 61k 101.22
2018-12-31 $6.8M 67k 100.76
2018-09-30 $7.9M 70k 112.84
2018-06-30 $7.4M 71k 104.19
2018-03-31 $7.9M 72k 109.96
2017-12-31 $8.0M 74k 106.93
2017-09-30 $8.1M 84k 97.09
2017-06-30 $7.8M 86k 91.39
2017-03-31 $7.6M 86k 87.84
2016-12-31 $7.5M 87k 86.28
2016-09-30 $5.9M 88k 66.58
2016-06-30 $5.4M 88k 62.14
2016-03-31 $5.2M 88k 59.22
2015-12-31 $5.9M 89k 66.03
2015-09-30 $5.8M 93k 62.06
2015-06-30 $6.2M 92k 67.76
2015-03-31 $2.5M 41k 60.59
2014-12-31 $2.1M 36k 56.38
2014-09-30 $5.6M 91k 61.37
2014-06-30 $5.7M 100k 57.62
2014-03-31 $5.9M 97k 60.71
2013-12-31 $5.4M 93k 58.48
2013-09-30 $5.5M 106k 51.68
2013-06-30 $5.6M 106k 52.79

More positions owned by Carroll Financial Associates

Global X Adaptive U.s. Factor Etf Etf (AUSF)
Ishares Msci Usa Minimum Volatility Etf (USMV)
Knowledge Leaders Developed World Etf Etf (KLDW)
Powershares Ftse Rafi Us 1000 Etf (PRF)
Apple Stock (AAPL)
Ishares Msci Usa Momentum Factor Etf (MTUM)
Microsoft Stock (MSFT)
Ishares Russell 1000 Growth Etf Etf (IWF)
Armor Us Equity Index Etf Etf
Ishares S&p 500 Index Etf (IVV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Vanguard Dividend Appreciation Etf Etf (VIG)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Ark Innovation Etf Etf (ARKK)

View all positions for Carroll Financial Associates

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.