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JPMorgan Chase & Co. shares owned by Churchill Financial Advisors

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

Historical chart of Churchill Financial Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Churchill Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.7M 16k 294.16

More positions owned by Churchill Financial Advisors

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Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)
Ishares Tr Core Div Grwth (DGRO)
Applied Materials (AMAT)
Goldman Sachs (GS)
International Business Machines (IBM)
Oracle Corporation (ORCL)
Exxon Mobil Corporation (XOM)
Chevron Corporation (CVX)
McDonald's Corporation (MCD)

View all positions for Churchill Financial Advisors

Top funds holding JPMorgan Chase & Co.

BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Bank of America Corporation
Vanguard Portfolio Management
Geode Capital Management
FMR
Northern Trust
Capital Research Global Investors
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.