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JPMorgan Chase & Co. shares owned by Aegis Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Aegis Wealth Management from 13F filings

Historical chart of Aegis Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Aegis Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Aegis Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $207k 643 322.36

More positions owned by Aegis Wealth Management

Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Spdr Series Trust State Street Spd (CWB)
Pimco Etf Tr Ultra Short Govt (BILZ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Eli Lilly & Co. (LLY)
Aim Etf Products Trust Allianzim Us Equ (DECU)
Aim Etf Products Trust Allianzim Us Equ (JANW)
Direxion Shs Etf Tr Direxion Hcm (HCMT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Lowe's Companies (LOW)
O'reilly Automotive (ORLY)
Aim Etf Products Trust Allianzim Us (SIXF)
Simplify Exchange Traded Fun Short Term Trea (TUA)

View all positions for Aegis Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Bank of New York Mellon
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Capital Research Global Investors
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.