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JPMorgan Chase & Co. shares owned by Afg Fiduciary Services Limited Partnership

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Afg Fiduciary Services Limited Partnership from 13F filings

Historical chart of Afg Fiduciary Services Limited Partnership investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Afg Fiduciary Services Limited Partnership consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Afg Fiduciary Services Limited Partnership

Quarter filed Position value Share count Share price at filing
2024-03-31 $225k 1.1k 197.15
2023-12-31 $205k 1.2k 172.02
2022-03-31 $222k 1.6k 136.45
2021-12-31 $261k 1.6k 158.47

More positions owned by Afg Fiduciary Services Limited Partnership

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr Technology (XLK)
Advanced Micro Devices (AMD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr S&p 500 Val Etf (IVE)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
NVIDIA Corporation (NVDA)

View all positions for Afg Fiduciary Services Limited Partnership

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.