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JPMorgan Chase & Co. shares owned by Francis Financial

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

Historical chart of Francis Financial investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Francis Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $537k 2.5k 210.85
2024-06-30 $494k 2.4k 202.25
2024-03-31 $409k 2.0k 200.29
2023-12-31 $406k 2.4k 170.09

More positions owned by Francis Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Intermed Term (BIV)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust International (DFSI)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Usd Grn Bond Etf (BGRN)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Ishares Tr Msci Kld400 Soc (DSI)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Ishares Tr New York Mun Etf (NYF)

View all positions for Francis Financial

Top funds holding JPMorgan Chase & Co.

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
Legal & General Group

View all funds holding JPMorgan Chase & Co.