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JPMorgan Chase & Co. shares owned by AFS Financial Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by AFS Financial Group from 13F filings

Historical chart of AFS Financial Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by AFS Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by AFS Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.6M 16k 170.10
2023-09-30 $4.9M 34k 145.02
2023-06-30 $5.0M 34k 145.44
2023-03-31 $4.4M 34k 130.31
2022-12-31 $4.6M 35k 134.10

More positions owned by AFS Financial Group

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Total (IXUS)
Ishares Core Msci Emkt (IEMG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr National Mun Etf (MUB)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Bank of America Corporation (BAC)

View all positions for AFS Financial Group

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.