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JPMorgan Chase & Co. shares owned by Antonelli Financial Advisors

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

Historical chart of Antonelli Financial Advisors investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Antonelli Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2M 17k 315.43
2025-06-30 $4.9M 17k 289.91
2025-03-31 $4.1M 17k 245.30

More positions owned by Antonelli Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Ishares Tr Msci Eafe Etf (EFA)
First Tr Exchange-traded Dj Internt Idx (FDN)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Antonelli Financial Advisors

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.