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JPMorgan Chase & Co. shares owned by Financial Advisory Corp

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

Historical chart of Financial Advisory Corp investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Financial Advisory Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $372k 1.2k 315.38
2025-06-30 $341k 1.2k 289.85
2025-03-31 $288k 1.2k 245.39
2024-12-31 $282k 1.2k 239.79

More positions owned by Financial Advisory Corp

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr U.s. Real Es Etf (IYR)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Global Energ Etf (IXC)
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)

View all positions for Financial Advisory Corp

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.