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JPMorgan Chase & Co. shares owned by Fidelis Capital Partners

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

Historical chart of Fidelis Capital Partners investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Fidelis Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.2M 30k 170.10
2023-09-30 $3.4M 23k 145.02
2023-06-30 $3.2M 22k 145.44
2023-03-31 $2.9M 21k 136.74
2022-12-31 $1.1M 8.3k 137.37

More positions owned by Fidelis Capital Partners

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Rus 1000 Grw Etf (IWF)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Chevron Corporation (CVX)

View all positions for Fidelis Capital Partners

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.