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JPMorgan Chase & Co. shares owned by Evanson Financial

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

Historical chart of Evanson Financial investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Evanson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.5M 4.6k 327.36

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Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
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Sprott Asset Management Physical Gold Tr (PHYS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Evanson Financial

Top funds holding JPMorgan Chase & Co.

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

View all funds holding JPMorgan Chase & Co.