CFC Planning »

JPMorgan Chase & Co. shares owned by CFC Planning

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

Historical chart of CFC Planning investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by CFC Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 9.1k 315.46
2025-06-30 $526k 1.8k 290.03
2025-03-31 $439k 1.8k 245.38
2024-12-31 $429k 1.8k 239.78

More positions owned by CFC Planning

Apple (AAPL)
Cisco Systems (CSCO)
American Express Company (AXP)
Walt Disney Company (DIS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
UnitedHealth (UNH)
Philip Morris International (PM)
Southern Copper Corporation (SCCO)
Johnson & Johnson (JNJ)
Altria (MO)
Caterpillar (CAT)
Coca-Cola Company (KO)
JPMorgan Chase & Co. (JPM)
Texas Instruments Incorporated (TXN)
Select Sector Spdr Tr Communication (XLC)

View all positions for CFC Planning

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.