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JPMorgan Chase & Co. shares owned by Defined Financial Planning

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

Historical chart of Defined Financial Planning investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Defined Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $462k 1.5k 304.03
2025-06-30 $407k 1.4k 286.55
2025-03-31 $332k 1.4k 243.66
2024-12-31 $287k 1.2k 239.71

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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
J P Morgan Exchange Traded F Us Value Factr (JVAL)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Wisdomtree Tr Em Ex St-owned (XSOE)
Wisdomtree Tr Us Midcap Divid (DON)
Wisdomtree Tr Us Multifactor (USMF)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Wisdomtree Tr Mortgage Plus Bd (MTGP)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Defined Financial Planning

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.