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JPMorgan Chase & Co. shares owned by Capital Management Associates

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

Historical chart of Capital Management Associates investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Capital Management Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 4.1k 315.40
2025-06-30 $1.2M 4.1k 289.93
2025-03-31 $968k 3.9k 245.36
2024-12-31 $855k 3.6k 239.73
2024-09-30 $751k 3.6k 210.88
2024-06-30 $700k 3.5k 202.27
2024-03-31 $732k 3.7k 200.32
2023-12-31 $365k 2.1k 170.14

More positions owned by Capital Management Associates

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
General Mills (GIS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)
Pimco Etf Tr 0-5 High Yield (HYS)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Capital Group Core Balanced SHS (CGBL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Capital Management Associates

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.