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JPMorgan Chase & Co. shares owned by Bellwether Investment

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

Historical chart of Bellwether Investment investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Bellwether Investment

Quarter filed Position value Share count Share price at filing
2017-12-31 $223k 2.1k 106.80
2017-03-31 $150k 1.7k 87.77
2016-12-31 $755k 8.7k 86.32
2016-06-30 $365k 5.9k 62.20

More positions owned by Bellwether Investment

First Tr Exchange Traded Fd dorsey wrt 5 etf (FV)
Home Depot (HD)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
Gabelli Dividend & Income Trust (GDV)
UnitedHealth (UNH)
Apple (AAPL)
First Trust DJ Internet Index Fund (FDN)
First Trust NASDAQ-100 Tech Sector InETF (QTEC)
First Tr Exchange Traded Fd nasdaq bk etf (FTXO)
First Trust Tech AlphaDEX Fnd (FXL)
First Trust Ind/Prod AlphaDEX (FXR)
salesforce (CRM)
Pfizer (PFE)
Coca-Cola Company (KO)

View all positions for Bellwether Investment

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.