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JPMorgan Chase & Co. shares owned by Cadia Private Client

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

Historical chart of Cadia Private Client investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Cadia Private Client

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.8M 9.4k 294.17
2025-12-31 $2.9M 9.0k 322.21

More positions owned by Cadia Private Client

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Trust Ishare 0-1 (SHV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core S&p Mcp Etf (IJH)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)

View all positions for Cadia Private Client

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Bank of America Corporation
Vanguard Portfolio Management
Geode Capital Management
FMR
Northern Trust
Capital Research Global Investors
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company
UBS Group

View all funds holding JPMorgan Chase & Co.