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JPMorgan Chase & Co. shares owned by Daniel Investment Group

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

Historical chart of Daniel Investment Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Daniel Investment Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.2M 22k 327.34

More positions owned by Daniel Investment Group

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Brookfield Corp Cl A Ltd Vt Sh (BN)
JPMorgan Chase & Co. (JPM)
Vanguard Specialized Funds Div App Etf (VIG)
Alphabet Cap Stk Cl C (GOOG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Markel Corporation (MKL)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Amazon (AMZN)

View all positions for Daniel Investment Group

Top funds holding JPMorgan Chase & Co.

BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Bank of America Corporation
Vanguard Portfolio Management
Geode Capital Management
FMR
Northern Trust
T. Rowe Price Associates
Capital Research Global Investors
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company
UBS Group

View all funds holding JPMorgan Chase & Co.