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JPMorgan Chase & Co. shares owned by Cleary Gull Holdings

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cleary Gull Holdings from 13F filings

Historical chart of Cleary Gull Holdings investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Cleary Gull Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Cleary Gull Holdings

Quarter filed Position value Share count Share price at filing
2016-03-31 $56k 950 58.95
2015-12-31 $56k 850 65.88
2015-09-30 $52k 850 61.18
2015-06-30 $30k 450 66.67

More positions owned by Cleary Gull Holdings

PowerShrs CEF Income Cmpst Prtfl
iShares Russell 1000 Index (IWB)
Vanguard Mid-Cap Value ETF (VOE)
iShares MSCI EAFE Index Fund (EFA)
iShares MSCI ACWI ex US Index Fund (ACWX)
iShares Russell Midcap Index Fund (IWR)
BlackRock Credit All Inc Trust IV (BTZ)
iShares Russell 1000 Growth Index (IWF)
Vanguard Total Stock Market ETF (VTI)
iShares S&P US Pref Stock Idx Fnd (PFF)
Spdr S&p 500 Etf (SPY)
iShares Russell 1000 Value Index (IWD)
SPDR S&P MidCap 400 ETF (MDY)
iShares S&P 500 Index (IVV)
Vanguard Star Fd Intl Stk Idxf (VXUS)

View all positions for Cleary Gull Holdings

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.