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JPMorgan Chase & Co. shares owned by CXI Advisors

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

Historical chart of CXI Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by CXI Advisors

Quarter filed Position value Share count Share price at filing
2019-12-31 $16k 117 136.75

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iShares S&P 1500 Index Fund (ITOT)
Ishares Tr eafe min volat (EFAV)
Ishares Inc em mkt min vol (EEMV)
iShares S&P 500 Index (IVV)
Comcast Corporation (CMCSA)
Invesco S&p 500 Low Volatility Etf (SPLV)
Alphabet Inc Class A cs (GOOGL)
Vanguard Large-Cap ETF (VV)
Doubleline Total Etf etf (TOTL)
Microsoft Corporation (MSFT)
Ishares Inc msci world idx (URTH)
iShares Lehman 1-3 Year Treas.Bond (SHY)
Vanguard Mid-Cap ETF (VO)
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV)
SPDR DJ Wilshire Large Cap Value (SPYV)

View all positions for CXI Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.