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JPMorgan Chase & Co. shares owned by Essential Planning

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

Historical chart of Essential Planning investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $302k 1.4k 210.86
2024-06-30 $263k 1.3k 202.26
2024-03-31 $261k 1.5k 170.10
2023-09-30 $223k 1.5k 145.02
2023-06-30 $223k 1.5k 145.44

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Top funds holding JPMorgan Chase & Co.

BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
FMR
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Wellington Management Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company
Legal & General Group

View all funds holding JPMorgan Chase & Co.