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JPMorgan Chase & Co. shares owned by Passive Capital Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Passive 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 Passive Capital Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $1.4M 10k 130.31
2022-12-31 $1.4M 10k 134.10
2022-09-30 $1.1M 10k 104.50
2022-06-30 $1.2M 10k 112.61
2022-03-31 $2.7M 20k 136.32
2021-12-31 $3.2M 20k 158.35

More positions owned by Passive Capital Management

Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Tips Etf (SCHP)

View all positions for Passive 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.