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JPMorgan Chase & Co. shares owned by Clayton Financial Group

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

Historical chart of Clayton Financial Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Clayton Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $745k 3.1k 239.71
2024-09-30 $623k 3.0k 210.86
2024-06-30 $472k 2.4k 200.30
2024-03-31 $472k 2.4k 200.30

More positions owned by Clayton Financial Group

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Apple (AAPL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Rus 1000 Val Etf (IWD)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Clayton Financial Group

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
FMR
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Wellington Management Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.