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JPMorgan Chase & Co. shares owned by Ruggaard & Associates

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

Historical chart of Ruggaard & Associates investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Ruggaard & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $765k 3.8k 200.30
2023-12-31 $634k 3.7k 170.10
2023-09-30 $541k 3.7k 145.02

More positions owned by Ruggaard & Associates

J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Ishares Tr Ibonds 2026 Term (IBHF)
Vanguard Index Fds Mid Cap Etf (VO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
American Centy Etf Tr Us Quality Grow (QGRO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Ruggaard & Associates

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.