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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
2025-09-30 $59k 2.0k 29.52
2025-06-30 $61k 2.0k 30.26
2025-03-31 $65k 2.0k 32.48
2024-12-31 $59k 2.0k 29.51
2024-09-30 $57k 2.0k 28.46
2024-06-30 $58k 2.0k 28.94

More positions owned by A. Montag and Associates

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Home Depot (HD)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Broadcom Call Call Option (Principal) (AVGO)

View all positions for A. Montag and Associates

Top funds holding Jpmorgan Chase Finl

Atlantic Trust
Jpmorgan Chase & Co
Equitable Holdings
Keybank National Association
Warren Averett Asset Management
Nicolet Advisory Services
LPL Financial
Osborne Partners Capital Management
Goldman Sachs Group
Baird Financial
Nicolet Bankshares
MAI Wealth Advisors
Vident Advisory
FF Advisors
Lake Street Financial

View all funds holding Jpmorgan Chase Finl