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JPMorgan Chase & Co. shares owned by Bright Financial Advisors

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

Historical chart of Bright Financial Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Bright Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $207k 631 327.33

More positions owned by Bright Financial Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ssga Active Etf Tr St Str Globa Etf (GAL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Stryker Corporation (SYK)
World Gold Tr Spdr Gld Minis (GLDM)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Eaton Corp SHS (ETN)

View all positions for Bright Financial Advisors

Top funds holding JPMorgan Chase & Co.

BlackRock
Vanguard Capital Management
State Street Corporation
Bank of America Corporation
Morgan Stanley
Vanguard Portfolio Management
Geode Capital Management
Norges Bank Investment Management
Northern Trust
Capital Research Global Investors
T. Rowe Price Associates
UBS Group
Goldman Sachs Group
FMR
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.