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JPMorgan Chase & Co. shares owned by Comprehensive Financial Planning

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Comprehensive Financial Planning from 13F filings

Historical chart of Comprehensive Financial Planning investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Comprehensive Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $636k 2.0k 322.30
2025-09-30 $586k 1.9k 315.50
2025-06-30 $537k 1.9k 289.84
2025-03-31 $452k 1.8k 245.34
2024-12-31 $209k 873 239.72

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Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Bank of New York Mellon
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Capital Research Global Investors
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.