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JPMorgan Chase & Co. shares owned by Jackson, Grant Investment Advisers

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Jackson, Grant Investment Advisers from 13F filings

Historical chart of Jackson, Grant Investment Advisers investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Jackson, Grant Investment Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Jackson, Grant Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $588k 2.9k 200.31
2023-12-31 $497k 2.9k 170.08
2023-09-30 $422k 2.9k 145.04
2023-06-30 $421k 2.9k 145.43
2023-03-31 $375k 2.9k 130.32
2022-12-31 $357k 2.7k 134.11
2022-09-30 $278k 2.7k 104.47
2022-06-30 $280k 2.5k 112.54
2022-03-31 $330k 2.4k 136.48
2021-12-31 $398k 2.5k 158.31
2021-09-30 $411k 2.5k 163.68
2021-06-30 $390k 2.5k 155.50
2021-03-31 $381k 2.5k 152.16
2020-12-31 $315k 2.5k 126.91
2020-09-30 $229k 2.4k 96.34
2020-06-30 $223k 2.4k 94.01
2020-03-31 $213k 2.4k 89.99
2019-12-31 $330k 2.4k 139.59
2019-09-30 $288k 2.4k 117.60
2019-06-30 $273k 2.4k 111.66
2019-03-31 $261k 2.6k 101.20
2018-12-31 $342k 3.5k 97.55
2018-09-30 $349k 3.1k 112.98
2018-06-30 $320k 3.1k 104.10
2018-03-31 $343k 3.1k 110.11
2017-12-31 $313k 2.9k 106.83
2017-09-30 $316k 3.3k 95.55
2017-06-30 $301k 3.3k 91.52
2017-03-31 $288k 3.3k 87.89
2016-12-31 $221k 2.6k 86.13
2016-09-30 $170k 2.6k 66.61
2016-06-30 $125k 2.0k 62.07
2016-03-31 $118k 2.0k 59.00
2015-12-31 $105k 1.6k 65.83

More positions owned by Jackson, Grant Investment Advisers

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Abbvie (ABBV)
Procter & Gamble Company (PG)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Pfd And Incm Sec (PFF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Jackson, Grant Investment Advisers

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.