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JPMorgan Chase & Co. shares owned by Custom Index Systems

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

Historical chart of Custom Index Systems investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Custom Index Systems

Quarter filed Position value Share count Share price at filing
2023-12-31 $402k 2.4k 170.10

More positions owned by Custom Index Systems

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Etf (IWB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Ishares Tr Rus 2000 Grw Etf (IWO)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)

View all positions for Custom Index Systems

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.