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JPMorgan Chase & Co. shares owned by Strategic Planning Group

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

Historical chart of Strategic Planning Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Strategic Planning Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.9M 24k 200.31
2023-12-31 $3.6M 21k 170.11

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Apple (AAPL)
NVIDIA Corporation (NVDA)
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Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
J P Morgan Exchange Traded F Active Growth (JGRO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Value Line Divid In SHS (FVD)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Costco Wholesale Corporation (COST)
Wal-Mart Stores (WMT)
Principal Exchange Traded Active High Yl (YLD)

View all positions for Strategic Planning Group

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.