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JPMorgan Chase & Co. shares owned by A. Montag and Associates

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2013-03-31 $2.7M 57k 47.46
2012-12-31 $2.6M 58k 43.97
2012-09-30 $2.4M 60k 40.47
2012-06-30 $2.3M 65k 35.72
2012-03-31 $3.5M 77k 45.98
2011-12-31 $399k 12k 33.28
2011-09-30 $361k 12k 30.11
2011-06-30 $513k 13k 40.97
2011-03-31 $577k 13k 46.09

More positions owned by A. Montag and Associates

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Coca-Cola Company (KO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Home Depot (HD)
Amazon (AMZN)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Adobe Systems Incorporated (ADBE)

View all positions for A. Montag and Associates

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.