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JPMorgan Chase & Co. shares owned by Brown Financial Advisory

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

Historical chart of Brown Financial Advisory investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Brown Financial Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $384k 1.2k 315.38
2025-06-30 $343k 1.2k 289.86
2025-03-31 $225k 918 245.30

More positions owned by Brown Financial Advisory

Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Emerging Mrktets (DEXC)
Ishares Tr Rus 1000 Etf (IWB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Brown Financial Advisory

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.