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JPMorgan Chase & Co. shares owned by Financial Planning & Information Services

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

Historical chart of Financial Planning & Information Services investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Financial Planning & Information Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $537k 2.5k 210.85
2024-06-30 $331k 1.6k 202.24
2024-03-31 $3.4M 17k 200.30
2023-09-30 $2.5M 18k 145.02
2023-06-30 $2.5M 18k 145.44
2023-03-31 $2.3M 18k 130.31
2022-12-31 $2.4M 18k 134.10
2022-09-30 $1.9M 18k 104.50
2022-06-30 $2.0M 17k 112.63
2022-03-31 $2.4M 17k 136.35
2021-12-31 $2.8M 18k 158.35
2021-09-30 $2.9M 18k 163.69
2021-06-30 $2.8M 18k 155.53
2021-03-31 $2.7M 18k 152.20
2020-12-31 $2.2M 18k 127.09
2020-09-30 $1.7M 18k 96.26
2020-06-30 $1.6M 17k 94.03
2020-03-31 $1.6M 17k 90.04
2019-12-31 $2.4M 17k 139.40
2019-09-30 $2.0M 17k 117.66
2019-06-30 $1.9M 17k 111.81
2019-03-31 $1.7M 17k 101.21
2018-12-31 $1.7M 18k 97.59
2018-09-30 $2.0M 18k 112.85
2018-06-30 $1.7M 16k 104.19
2018-03-31 $1.8M 16k 109.95
2017-12-31 $1.7M 16k 106.95
2017-09-30 $1.5M 16k 95.49
2017-06-30 $1.5M 16k 91.43
2017-03-31 $1.4M 16k 87.86
2016-12-31 $1.4M 16k 86.27
2016-09-30 $1.1M 16k 66.58
2016-06-30 $998k 16k 62.16
2016-03-31 $951k 16k 59.23
2015-12-31 $1.1M 16k 66.05
2015-09-30 $983k 16k 60.97
2015-06-30 $1.1M 16k 67.79
2015-03-31 $985k 16k 60.58
2014-12-31 $979k 16k 60.21
2014-09-30 $979k 16k 60.21
2014-06-30 $937k 16k 57.63
2014-03-31 $991k 16k 60.68
2013-12-31 $955k 16k 58.48

More positions owned by Financial Planning & Information Services

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Wisdomtree Tr Us Midcap Divid (DON)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Emg Mkts Smcap (DGS)

View all positions for Financial Planning & Information Services

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.