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JPMorgan Chase & Co. shares owned by Fortune Financial Advisors

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

Historical chart of Fortune Financial Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Fortune Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.6M 11k 239.71
2024-09-30 $2.3M 11k 210.87
2024-06-30 $3.2M 16k 202.26
2024-03-31 $3.3M 16k 200.30
2023-12-31 $3.0M 18k 170.10
2023-09-30 $2.7M 19k 145.02

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Microsoft Corporation (MSFT)
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JPMorgan Chase & Co. (JPM)
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View all positions for Fortune Financial Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
FMR
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Wellington Management Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.