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Jpmorgan Chase Finl shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Jpmorgan Chase Finl (AMJB) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Jpmorgan Chase Finl

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Jpmorgan Chase Finl by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 92k 28.46
2024-06-30 $2.7M 92k 28.94

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Apple Common Stock (AAPL)
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Crowdstrike Holdings, Inc. Class A Common Stock (CRWD)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

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