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JPMorgan Chase & Co. shares owned by Atlanta Consulting Group Advisors

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

Historical chart of Atlanta Consulting Group Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Atlanta Consulting Group Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 48k 315.43
2025-06-30 $14M 47k 289.91
2024-12-31 $12M 51k 239.71
2024-09-30 $11M 52k 210.86
2024-06-30 $10M 51k 202.26
2024-03-31 $10M 51k 200.30

More positions owned by Atlanta Consulting Group Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alliance Resource Partners L Ut Ltd Part (ARLP)
Ishares Tr Core S&p Mcp Etf (IJH)
2023 Etf Series Trust Eagle Capital Se (EAGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Core Msci Emkt (IEMG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Coca-Cola Company (KO)

View all positions for Atlanta Consulting Group Advisors

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.