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JPMorgan Chase & Co. shares owned by Custom Index Systems

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

Historical chart of Custom Index Systems investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Custom Index Systems

Quarter filed Position value Share count Share price at filing
2024-09-30 $864k 4.1k 210.86
2024-06-30 $850k 4.2k 202.26
2024-03-31 $689k 3.4k 200.30
2023-12-31 $402k 2.4k 170.10

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Ishares Tr S&p 500 Grwt Etf (IVW)
Federated Hermes Etf Trust Hermes Total Ret (FTRB)
Ishares Tr Rus 1000 Val Etf (IWD)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Grw Etf (IWO)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Custom Index Systems

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.