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JPMorgan Chase & Co. shares owned by 3Chopt Investment Partners

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by 3Chopt Investment Partners from 13F filings

Historical chart of 3Chopt Investment Partners investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by 3Chopt Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by 3Chopt Investment Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.9M 17k 170.10
2023-09-30 $2.5M 17k 145.02
2023-06-30 $2.4M 17k 145.44
2023-03-31 $2.2M 17k 130.31
2022-12-31 $2.0M 15k 134.10

More positions owned by 3Chopt Investment Partners

Vanguard S&P 500 ETF Etf (VOO)
Vanguard Small Cap ETF Etf (VB)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Alphabet Inc. Class C Common Stock (GOOG)
Berkshire Hathaway Class B Common Stock (BRK.B)
Microsoft Common Stock (MSFT)
NVR Common Stock (NVR)
McKesson Corp Common Stock (MCK)
Merck & Co Common Stock (MRK)
Broadcom Common Stock (AVGO)
Arch Cap Group LTD F Common Stock (ACGL)
Vanguard Small Cap Value ETF Etf (VBR)
Cisco Systems Common Stock (CSCO)
Meta Platforms Inc Class A Common Stock (META)

View all positions for 3Chopt Investment Partners

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.