Clayton Financial Group »

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $96k 305 315.43
2025-03-31 $715k 2.9k 245.30
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)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Core Msci Emkt (IEMG)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Abbvie (ABBV)

View all positions for Clayton Financial Group

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.