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JPMorgan Chase & Co. shares owned by Lummis Asset Management

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

Historical chart of Lummis Asset Management investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Lummis Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $37k 182 200.30
2023-12-31 $31k 182 170.10

More positions owned by Lummis Asset Management

Matador Resources (MTDR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Cl B Com Class B
Oracle Corporation (ORCL)
Alphabet Inc Class C Com Class C (GOOG)
Amern Tower Corp Class A Com Class A (AMT)
American International (AIG)
General Dynamics Corporation (GD)
Ross Stores (ROST)
Acushnet Holdings Corp (GOLF)
Pepsi (PEP)
Acuity Brands (AYI)
Schwab Strategic Tr sht tm us tres (SCHO)
Thermo Fisher Scientific (TMO)

View all positions for Lummis Asset Management

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.