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JPMorgan Chase & Co. shares owned by Clear Rock Advisors

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

Historical chart of Clear Rock Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Clear Rock Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.2M 16k 202.26
2024-03-31 $3.2M 16k 200.30
2023-12-31 $2.8M 16k 175.01

More positions owned by Clear Rock Advisors

Janus Detroit Str Tr Henderson Mtg (JMBS)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Us Treas Bd Etf (GOVT)
Wisdomtree Tr Floatng Rat Trea (USFR)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Lam Research Corporation
Amphenol Corp Cl A (APH)
NVIDIA Corporation (NVDA)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Clear Rock Advisors

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.