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JPMorgan Chase & Co. shares owned by Anderson Financial Strategies

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

Historical chart of Anderson Financial Strategies investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Anderson Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $682k 2.2k 315.43
2025-06-30 $627k 2.2k 290.01
2025-03-31 $530k 2.2k 245.30
2024-12-31 $470k 2.0k 239.71

More positions owned by Anderson Financial Strategies

Wisdomtree Tr Isdomtree Us Va (WTV)
American Centy Etf Tr S Quality Grow (QGRO)
Fidelity Covington Trust Nhanced Intl (FENI)
Ishares Tr Ore Intl Aggr (IAGG)
Flexshares Tr R Scd Us Bd (SKOR)
Spdr Series Trust Bg Conv Sec Etf (CWB)
Ab Active Etfs High Yield Etf (HYFI)
Victory Portfolios Ii Saa Msci Usa Sm (USVM)
Etfis Ser Tr I Irtus Infrcap (PFFA)
J P Morgan Exchange Traded F Ealty Income Et (JPRE)
First Tr Exchange-traded Ng Dur Oprtun (LGOV)
Invesco Exchange Traded Fd T &p Smlcp Moment (XSMO)
Spdr Index Shs Fds &p Em Mkt Div (EDIV)
Hartford Fds Exchange Traded Un Oportunite (HMOP)
Wisdomtree Tr Sdm Emktbd Fd (EMCB)

View all positions for Anderson Financial Strategies

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.