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JPMorgan Chase & Co. shares owned by Collaborative Capital Advisors

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

Historical chart of Collaborative Capital Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Collaborative Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $315k 962 327.26

More positions owned by Collaborative Capital Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Eafe Etf (EFA)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Russell 2000 Etf (IWM)
Select Sector Spdr Tr St Str Energ Etf (XLE)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr St Str Finl Etf (XLF)
Ishares Gold Tr Ishares New (IAU)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)

View all positions for Collaborative Capital Advisors

Top funds holding JPMorgan Chase & Co.

BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Vanguard Portfolio Management
Bank of America Corporation
Geode Capital Management
FMR
Northern Trust
T. Rowe Price Associates
Capital Research Global Investors
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.