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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
2025-09-30 $2.7M 92k 29.52
2025-06-30 $2.8M 92k 30.26
2025-03-31 $3.0M 92k 32.48
2024-12-31 $2.7M 92k 29.51
2024-09-30 $2.6M 92k 28.46
2024-06-30 $2.7M 92k 28.94

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View all positions for United Capital Financial Advisers

Top funds holding Jpmorgan Chase Finl

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

View all funds holding Jpmorgan Chase Finl