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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.

Tip: Access up to 7 years of quarterly data

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
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

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

View all positions for Financial Planning & Information Services

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.