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Jpmorgan Chase Finl shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Jpmorgan Chase Finl (AMJB) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Jpmorgan Chase Finl

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All positions including Jpmorgan Chase Finl held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jpmorgan Chase Finl by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $57k 2.0k 28.46
2024-06-30 $58k 2.0k 28.94

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Coca-Cola Company (KO)
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Ishares Tr Rus 1000 Etf (IWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Home Depot (HD)
Eli Lilly & Co. (LLY)
Fiserv (FI)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for A. Montag and Associates

Top funds holding Jpmorgan Chase Finl

Jpmorgan Chase & Co
Atlantic Trust
Morgan Stanley
Keybank National Association
Equitable Holdings
Taylor Investment Counselors
Nicolet Advisory Services
Osborne Partners Capital Management
Goldman Sachs Group
Parkside Financial Bank & Trust
Nicolet Bankshares
LPL Financial
MAI Wealth Advisors
Noesis Capital Management Corp.
FF Advisors

View all funds holding Jpmorgan Chase Finl