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JPMorgan Chase & Co. shares owned by Brio Consultants

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

Historical chart of Brio Consultants investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Brio Consultants

Quarter filed Position value Share count Share price at filing
2025-09-30 $212k 673 315.55
2025-03-31 $247k 1.0k 245.30

More positions owned by Brio Consultants

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Actively Managed Exc Total Return (GTO)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Spdr Series Trust Bloomberg 1 10 Y (TIPX)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Msci Emerg Mrkt (EEMV)
Ishares Tr Calif Mun Bd Etf (CMF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rusel 2500 Etf (SMMD)

View all positions for Brio Consultants

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.