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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
2023-12-31 $2.8M 16k 175.01

More positions owned by Clear Rock Advisors

Vanguard Index Fds Small Cp Etf (VB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
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)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Microsoft Corporation (MSFT)
Lam Research Corporation (LRCX)
D.R. Horton (DHI)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Costco Wholesale Corporation (COST)
Amphenol Corp Cl A (APH)

View all positions for Clear Rock Advisors

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.