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JPMorgan Chase & Co. shares owned by Alpha Financial Partners

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

Historical chart of Alpha Financial Partners investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Alpha Financial Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $449k 2.6k 170.09
2023-09-30 $372k 2.6k 145.03
2023-06-30 $557k 3.8k 145.43
2023-03-31 $515k 4.0k 130.33
2022-12-31 $580k 4.3k 134.10

More positions owned by Alpha Financial Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr National Mun Etf (MUB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p Scp Etf (IJR)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core High Dv Etf (HDV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Quanta Services (PWR)

View all positions for Alpha Financial Partners

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
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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.