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JPMorgan Chase & Co. shares owned by SP Asset Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by SP 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 SP Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $484k 2.4k 200.28
2023-12-31 $410k 2.4k 170.13
2023-09-30 $348k 2.4k 145.04
2023-06-30 $348k 2.4k 145.42
2023-03-31 $284k 2.2k 130.28
2022-12-31 $320k 2.4k 134.11

More positions owned by SP Asset Management

Meta Platforms Cl A (META)
UnitedHealth (UNH)
Abbvie (ABBV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Ishares Tr Expanded Tech (IGV)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Qualcomm (QCOM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Home Depot (HD)

View all positions for SP Asset Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.