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JPMorgan Chase & Co. shares owned by Almanack Investment Partners

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

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

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All positions including JPMorgan Chase & Co. held by Almanack 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 Almanack Investment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 4.6k 315.40
2025-06-30 $1.6M 5.6k 289.93
2025-03-31 $1.2M 5.0k 245.30
2024-12-31 $1.2M 5.1k 239.70
2024-09-30 $1.1M 5.1k 210.86
2024-06-30 $999k 4.9k 202.26
2024-03-31 $984k 4.9k 200.29
2023-12-31 $779k 4.6k 170.09
2023-09-30 $667k 4.6k 145.01
2023-06-30 $927k 6.4k 145.45
2023-03-31 $974k 7.5k 130.32
2022-12-31 $1.0M 7.5k 134.11
2022-09-30 $1.9M 18k 104.48
2022-06-30 $2.8M 25k 112.63
2022-03-31 $3.1M 23k 136.32
2021-12-31 $3.6M 23k 158.35
2021-09-30 $3.6M 22k 163.71
2021-06-30 $3.2M 21k 155.54
2021-03-31 $3.7M 24k 152.23
2020-12-31 $3.1M 24k 127.09
2020-09-30 $2.4M 20k 116.54
2020-06-30 $1.7M 18k 94.06
2020-03-31 $2.0M 22k 90.06
2019-12-31 $2.4M 17k 139.41
2019-09-30 $2.1M 18k 117.67
2019-06-30 $2.1M 19k 111.80
2019-03-31 $1.6M 16k 101.26
2018-12-31 $1.4M 15k 97.65
2018-09-30 $1.7M 15k 111.45
2018-06-30 $630k 6.0k 104.29
2018-03-31 $673k 6.1k 109.90
2017-12-31 $521k 4.9k 106.96
2017-09-30 $162k 1.7k 95.69
2017-06-30 $164k 1.8k 91.52
2017-03-31 $335k 3.8k 87.86
2016-12-31 $266k 3.1k 86.45

More positions owned by Almanack Investment Partners

Ea Series Trust Gadsdn Dyn Mlt (GDMA)
Verizon Communications (VZ)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Ea Series Trust Cambria Global
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ea Series Trust Alpha Architect
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Bloomberg Short (BWZ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)
Ishares Msci Gbl Etf New (PICK)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Blackrock Etf Trust Ishares A I Inno (BAI)

View all positions for Almanack Investment Partners

Top funds holding JPMorgan Chase & Co.

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

View all funds holding JPMorgan Chase & Co.