Atlas Capital Advisors »

JPMORGAN CHASE & CO 4.20 percent DP PFD MM shares owned by Atlas Capital Advisors

Quarter-by-quarter ownership of JPMORGAN CHASE & CO 4.20 percent DP PFD MM (JPM.PM) shares owned by Atlas Capital Advisors from 13F filings

Historical chart of Atlas Capital Advisors investment in JPMORGAN CHASE & CO 4.20 percent DP PFD MM

Tip: Access up to 7 years of quarterly data

All positions including JPMORGAN CHASE & CO 4.20 percent DP PFD MM held by Atlas 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 & CO 4.20 percent DP PFD MM by Atlas Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $86k 4.1k 21.15
2024-06-30 $78k 4.1k 19.09
2024-03-31 $82k 4.1k 20.16
2023-12-31 $78k 4.1k 19.01
2023-09-30 $74k 4.1k 18.10
2023-06-30 $79k 4.1k 19.29
2023-03-31 $81k 4.1k 19.77
2022-12-31 $64k 3.7k 17.45
2022-09-30 $66k 3.7k 18.04
2022-06-30 $68k 3.7k 18.54
2022-03-31 $55k 2.6k 21.08
2021-12-31 $51k 2.0k 25.52

More positions owned by Atlas Capital Advisors

SPDR S P Info Technology ETF Exchange Traded Fund (XLK)
Vanguard European Stock ETF Exchange Traded Fund (VGK)
SPDR Emerging Market ETF Exchange Traded Fund (SPEM)
Vanguard Ftse All-Wld Ex-US Small Cap ETF Exchange Traded Fund (VSS)
iShares Edge MSCI Intl ETF Exchange Traded Fund (IMTM)
Vanguard Information Technology ETF Exchange Traded Fund (VGT)
Vanguard Health Care ETF Exchange Traded Fund (VHT)
SPDR S P Financial ETF Exchange Traded Fund (XLF)
Spdr S P 500 Etf Exchange Traded Fund (SPY)
Vanguard Mid-Cap Value ETF Exchange Traded Fund (VOE)
Fidelity MSCI Information Tech ETF Exchange Traded Fund (FTEC)
Vanguard Total Stock Market ETF Exchange Traded Fund (VTI)
SPDR S P Industrials ETF Exchange Traded Fund (XLI)
Apple Equity (AAPL)
Vanguard Financials ETF Exchange Traded Fund (VFH)

View all positions for Atlas Capital Advisors

Top funds holding JPMORGAN CHASE & CO 4.20 percent DP PFD MM

Constant Guidance Financial
Eagle Bay Advisors
Atlas Capital Advisors
Thompson Investment Management
Pnc Financial Services
Tucker Asset Management

View all funds holding JPMORGAN CHASE & CO 4.20 percent DP PFD MM