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JPMorgan Chase & Co. shares owned by Connecticut Capital Management Group

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

Historical chart of Connecticut Capital Management Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Connecticut Capital Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $750k 2.3k 322.22

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Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Apple (AAPL)
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Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us High Profitab (DUHP)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
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Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)

View all positions for Connecticut Capital Management Group

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
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
Bank of New York Mellon
UBS Group
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.