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JPMorgan Chase & Co. shares owned by Convergence Financial

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

Historical chart of Convergence Financial investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Convergence Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.8M 15k 315.43
2025-06-30 $4.5M 16k 289.91
2025-03-31 $3.8M 16k 245.30

More positions owned by Convergence Financial

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust S&P 400 MDCP GRW (MDYG)
Ishares Tr Msci Usa Mmentm (MTUM)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Select Sector Spdr Tr Technology (XLK)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Tesla Motors (TSLA)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)

View all positions for Convergence Financial

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.