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JPMorgan Chase & Co. shares owned by Aspetuck Financial Management

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

Historical chart of Aspetuck Financial Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Aspetuck Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 11k 315.43
2025-06-30 $3.2M 11k 289.91
2025-03-31 $2.7M 11k 245.30
2024-12-31 $2.7M 11k 239.71

More positions owned by Aspetuck Financial Management

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Spdr Series Trust Loomberg Invt (FLRN)
Microsoft Corp Om (MSFT)
Fidelity Covington Trust Sci Info Tech I (FTEC)
Ishares Tr Ore S&p Scp Etf (IJR)
Alphabet Ap Stk Cl A (GOOGL)
Apple Om (AAPL)
Rambus Inc Del Om (RMBS)
Spdr Index Shs Fds Ortfolio Devlpd (SPDW)
Broadcom Om (AVGO)
Spdr Series Trust Ortfolio Short (SPSB)
Jpmorgan Chase & Co. Om (JPM)
Spdr Series Trust Ortfolio S&p400 (SPMD)
Wisdomtree Tr Loatng Rat Trea (USFR)
Spdr Series Trust Rtflo S&p500 Gw (SPYG)

View all positions for Aspetuck Financial Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
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
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.