SRS Capital Advisors »

Jpmorgan Chase Finl shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of Jpmorgan Chase Finl (AMJB) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors investment in Jpmorgan Chase Finl

Tip: Access up to 7 years of quarterly data

All positions including Jpmorgan Chase Finl held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Jpmorgan Chase Finl by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $18k 516 34.57

More positions owned by SRS Capital Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Blackrock Etf Trust Ii Ishares Intermed (INMU)
Spdr Series Trust State Street Spd (TFI)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Thema (THRO)
Eldridge Bbb-b Clo Etf Etf (CLOZ)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for SRS Capital Advisors

Top funds holding Jpmorgan Chase Finl

CIBC Bancorp USA
Atlantic Trust
Bank of America Corporation
Equitable Holdings
Keybank National Association
LPL Financial
Warren Averett Asset Management
Osborne Partners Capital Management
Goldman Sachs Group
Baird Financial
Nicolet Advisory Services
FF Advisors
MAI Wealth Advisors
Noesis Capital Management Corp.
Lake Street Financial

View all funds holding Jpmorgan Chase Finl