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JPMorgan Chase & Co. shares owned by Berman McAleer

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

Historical chart of Berman McAleer investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Berman McAleer

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.9M 6.3k 294.16

More positions owned by Berman McAleer

Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Starboard Invt Tr Adaptive Alpha (AGOX)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Active Growth (JGRO)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Total Stk Mkt (VTI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Berman McAleer

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
Bank of New York Mellon
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Capital Research Global Investors
Ameriprise Financial
Legal & General Group

View all funds holding JPMorgan Chase & Co.