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JPMorgan Chase & Co. shares owned by Caerus Investment Advisors

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

Historical chart of Caerus Investment Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Caerus Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $239k 1.1k 210.86
2024-06-30 $229k 1.1k 202.26
2024-03-31 $227k 1.1k 200.30
2021-12-31 $269k 1.7k 158.61

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Global X Fds Nasdaq 100 Cover (QYLD)
Global X Fds S&p 500 Covered (XYLD)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Eafe Etf (EFA)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Select Divid Etf (DVY)
Dimensional Etf Trust Us Equity Market (DFUS)
Alphabet Cap Stk Cl A (GOOGL)
Tesla Motors (TSLA)
Microsoft Corporation (MSFT)

View all positions for Caerus Investment Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.