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JPMorgan Chase & Co. shares owned by Financial Planning Navigators CORP

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

Historical chart of Financial Planning Navigators CORP investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Financial Planning Navigators 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 Planning Navigators CORP

Quarter filed Position value Share count Share price at filing
2026-03-31 $386k 1.3k 294.11
2025-12-31 $321k 996 322.14

More positions owned by Financial Planning Navigators CORP

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Series Trust State Street Spd (SPIB)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Asset Management Physical Gold An (CEF)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Financial Planning Navigators CORP

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
Bank of New York Mellon
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Capital Research Global Investors
Ameriprise Financial
Legal & General Group

View all funds holding JPMorgan Chase & Co.