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JPMorgan Chase & Co. shares owned by Breakthru Advisory Services

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

Historical chart of Breakthru Advisory Services investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Breakthru Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $832k 2.6k 315.43
2024-12-31 $610k 2.5k 239.71

More positions owned by Breakthru Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Ii Essential 40 Sto (ESN)
Select Sector Spdr Tr Indl (XLI)
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Tortoise Capital Series Trus Essential Energy (TPZ)
Schwab Strategic Tr High Yield Bd Et (SCYB)
J P Morgan Exchange Traded F Mortgage Backed (JMTG)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Breakthru Advisory Services

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.