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JPMorgan Chase & Co. shares owned by Gimbal Financial

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

Historical chart of Gimbal Financial investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Gimbal Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $357k 1.8k 200.28
2023-12-31 $302k 1.8k 170.10

More positions owned by Gimbal Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Div Grwth (DGRO)
Eli Lilly & Co. (LLY)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Global Tech Etf (IXN)
Ishares Tr U.s. Med Dvc Etf (IHI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr U.s. Utilits Etf (IDU)
Pacer Fds Tr Trendpilot 100 (PTNQ)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Ishares Tr Robotics Artif (IRBO)
Ishares Tr Ishares Semicdtr (SOXX)
Microsoft Corporation (MSFT)
Fidelity Covington Trust Msci Commntn Svc (FCOM)
Ishares Tr Us Trsprtion (IYT)

View all positions for Gimbal Financial

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.