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JPMorgan Chase & Co. shares owned by Englebert Financial Advisers

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

Historical chart of Englebert Financial Advisers investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Englebert Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-12-31 $473k 1.5k 322.22

More positions owned by Englebert Financial Advisers

Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Janus Detroit Str Tr Henderson Securi (JSI)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Draftkings Com Cl A (DKNG)
Broadcom (AVGO)
Capital Group Core Balanced SHS (CGBL)
Vanguard World Extended Dur (EDV)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Value Etf (VTV)

View all positions for Englebert Financial Advisers

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Bank of New York Mellon
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Capital Research Global Investors
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.