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JPMorgan Chase & Co. shares owned by Austin Asset Management

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

Historical chart of Austin Asset Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Austin Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $308k 955 322.22
2025-09-30 $324k 1.0k 315.43
2025-06-30 $274k 945 289.91
2025-03-31 $266k 1.1k 245.32
2024-12-31 $209k 870 239.74

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Austin Asset Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Bank of New York Mellon
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Capital Research Global Investors
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.