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JPMorgan Chase & Co. shares owned by CGC Financial Services

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

Historical chart of CGC Financial Services investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by CGC Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $443k 2.2k 200.28
2023-12-31 $443k 2.6k 170.08
2023-09-30 $77k 534 144.96
2023-06-30 $150k 1.0k 145.41

More positions owned by CGC Financial Services

Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Msci Intl Moment (IMTM)
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)
Apple (AAPL)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Vanguard Bd Index Fds Intermed Term (BIV)
Nike CL B (NKE)
Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Index Fds Value Etf (VTV)

View all positions for CGC Financial Services

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.