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JPMorgan Chase & Co. shares owned by Financial Security Advisor

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

Historical chart of Financial Security Advisor investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Financial Security Advisor

Quarter filed Position value Share count Share price at filing
2024-03-31 $496k 2.5k 200.34
2023-12-31 $455k 2.7k 170.12
2023-09-30 $367k 2.5k 145.05

More positions owned by Financial Security Advisor

Capital Group Growth ETF Exchange Traded Fund (CGGR)
Invesco S&P 500 Pure Growth ETF Exchange Traded Fund (RPG)
SPDR Portfolio S&P 600 Sm Cap ETF Exchange Traded Fund (SPSM)
Berkshire Hathaway Inc Cl B Common Stock (BRK.B)
Wisdomtree Floating Rate Treasury Fund Exchange Traded Fund (USFR)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Johnson & Johnson Common Stock (JNJ)
SPDR S&P 600 Small Cap Growth ETF Exchange Traded Fund (SLYG)
Alphabet Inc Cl A Common Stock (GOOGL)
Exxon Mobil Corp Common Stock (XOM)
McDonalds Corp Common Stock (MCD)
Cisco Systems Common Stock (CSCO)
SPDR Portfolio S&P 500 ETF Exchange Traded Fund (SPLG)

View all positions for Financial Security Advisor

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.