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JPMorgan Chase & Co. shares owned by Bay Capital Advisors

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

Historical chart of Bay Capital Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Bay Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 8.4k 315.44
2025-06-30 $2.5M 8.5k 289.92
2025-03-31 $2.1M 8.5k 245.31

More positions owned by Bay Capital Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr Technology (XLK)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
JPMorgan Chase & Co. (JPM)
Wisdomtree Tr Wisdomtree Us Va (WTV)
NVIDIA Corporation (NVDA)

View all positions for Bay Capital 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.