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JPMorgan Chase & Co. shares owned by Coordinated Financial Services

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

Historical chart of Coordinated Financial Services investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Coordinated Financial Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $601k 3.0k 202.24
2024-03-31 $668k 3.3k 200.27

More positions owned by Coordinated Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Mbs Etf (MBB)
NVIDIA Corporation (NVDA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for Coordinated Financial Services

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
T. Rowe Price Associates
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company
Royal Bank of Canada
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Nuveen Asset Management

View all funds holding JPMorgan Chase & Co.