Avant Capital »

JPMorgan Chase & Co. shares owned by Avant Capital

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

Historical chart of Avant Capital investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Avant Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $303k 961 315.44
2025-06-30 $277k 957 289.84
2025-03-31 $233k 952 245.18
2024-12-31 $227k 947 239.81

More positions owned by Avant Capital

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Mmentm (MTUM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Proshares Tr S&p 500 Dv Arist (NOBL)
Proshares Tr S&p Mdcp 400 Div (REGL)

View all positions for Avant Capital

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.