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JPMorgan Chase & Co. shares owned by Financial Guidance Group

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

Historical chart of Financial Guidance Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Financial Guidance Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $319k 1.0k 315.43
2025-06-30 $293k 1.0k 289.91
2025-03-31 $248k 1.0k 245.30
2024-12-31 $214k 894 239.71

More positions owned by Financial Guidance Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Bondbloxx Etf Trust Bloomberg One Yr (XONE)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust S&p Kensho New (KOMP)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr Series Trust Portfolio S&p500 (SPLG)
Etf Ser Solutions Aptus Defined (DRSK)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)

View all positions for Financial Guidance Group

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.