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JPMorgan Chase & Co. shares owned by Equita Financial Network

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

Historical chart of Equita Financial Network investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Equita Financial Network

Quarter filed Position value Share count Share price at filing
2025-09-30 $281k 890 315.60
2025-06-30 $279k 962 289.91
2025-03-31 $428k 1.7k 245.30
2024-12-31 $278k 1.2k 239.71
2024-09-30 $226k 1.1k 211.22

More positions owned by Equita Financial Network

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Series Trust Portfli Intrmdit (SPTI)
Dimensional Etf Trust Us Large Cap Val (DFLV)
American Centy Etf Tr Real Estate Etf (AVRE)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Equita Financial Network

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.