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JPMorgan Chase & Co. shares owned by Carlson Financial

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

Historical chart of Carlson Financial investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.2M 3.6k 327.34
2026-03-31 $1.0M 3.5k 294.14
2025-12-31 $1.1M 3.5k 322.26

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Top funds holding JPMorgan Chase & Co.

BlackRock
Vanguard Capital Management
State Street Corporation
Bank of America Corporation
Morgan Stanley
Vanguard Portfolio Management
Geode Capital Management
Norges Bank Investment Management
Northern Trust
Capital Research Global Investors
T. Rowe Price Associates
UBS Group
Goldman Sachs Group
FMR
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.