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JPMorgan Chase & Co. shares owned by Objective Capital Management

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

Historical chart of Objective Capital Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Objective Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 6.8k 170.11
2023-09-30 $1.0M 7.0k 145.02
2023-06-30 $1.0M 7.1k 145.44
2023-03-31 $978k 7.5k 130.31
2022-12-31 $971k 7.2k 134.10
2022-09-30 $749k 7.2k 104.55
2022-06-30 $804k 7.1k 112.62
2022-03-31 $969k 7.1k 136.33
2021-12-31 $1.2M 7.3k 158.38

More positions owned by Objective Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Objective Capital 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.