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JPMorgan Chase & Co. shares owned by Castellan Group

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

Historical chart of Castellan Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Castellan Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $208k 644 322.22
2021-03-31 $1.7M 11k 152.27
2020-12-31 $1.4M 11k 127.01

More positions owned by Castellan Group

Ea Series Trust Castellan Target (CTEF)
Ea Series Trust Castellan Target (CTIF)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Alphabet Cap Stk Cl C (GOOG)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Exxon Mobil Corporation (XOM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
McKesson Corporation (MCK)
Apple (AAPL)
Select Sector Spdr Tr State Street Ene (XLE)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Castellan Group

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Bank of New York Mellon
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Capital Research Global Investors
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.