Conrad Siegel Investment Advisors »

JPMorgan Chase & Co. shares owned by Conrad Siegel Investment Advisors

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

Historical chart of Conrad Siegel Investment Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Conrad Siegel Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $245k 1.2k 210.95
2024-06-30 $200k 990 202.26

More positions owned by Conrad Siegel Investment Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr U S Equity Factr (LRGF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard World Extended Dur (EDV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Fidelity Covington Trust Msci Utils Index (FUTY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Conrad Siegel Investment Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.