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JPMorgan Chase & Co. shares owned by Comprehensive Portfolio Management

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

Historical chart of Comprehensive Portfolio Management investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $30M 94k 315.43
2025-06-30 $25M 87k 289.91
2025-03-31 $19M 79k 245.30
2024-12-31 $19M 77k 239.71
2024-09-30 $15M 73k 210.86
2024-06-30 $15M 72k 202.26
2024-03-31 $14M 72k 200.30
2023-12-31 $11M 67k 170.10
2023-09-30 $8.8M 60k 145.02
2023-06-30 $7.8M 54k 145.44
2023-03-31 $6.0M 46k 130.31
2022-12-31 $5.7M 42k 134.10
2022-09-30 $6.5M 62k 104.49
2022-06-30 $4.6M 41k 112.62
2022-03-31 $4.4M 32k 136.31
2021-12-31 $5.3M 34k 158.35
2021-09-30 $5.0M 30k 163.68
2021-06-30 $4.7M 31k 155.54
2021-03-31 $3.9M 25k 152.21
2020-12-31 $2.7M 22k 127.08
2020-09-30 $1.6M 16k 96.28
2020-06-30 $232k 17k 13.53
2020-03-31 $871k 9.7k 90.01
2019-12-31 $1.5M 11k 139.40
2019-09-30 $1.2M 10k 117.69
2019-06-30 $895k 8.0k 111.81
2019-03-31 $800k 7.9k 101.19
2018-12-31 $909k 9.3k 97.61
2018-09-30 $1.2M 11k 112.82
2018-06-30 $1.1M 10k 104.18
2018-03-31 $1.1M 9.8k 109.97
2017-12-31 $1.1M 9.9k 106.93
2017-09-30 $774k 8.1k 95.53
2017-06-30 $635k 7.0k 91.34
2016-12-31 $631k 7.3k 86.33

More positions owned by Comprehensive Portfolio Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
NVIDIA Corporation (NVDA)
Vanguard Wellington Us Momentum (VFMO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Comprehensive Portfolio Management

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.