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JPMorgan Chase & Co. shares owned by Freestate Advisors

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

Historical chart of Freestate Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Freestate Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $481k 1.5k 315.47
2025-06-30 $423k 1.5k 289.89
2025-03-31 $358k 1.5k 245.35
2024-12-31 $349k 1.5k 239.72
2024-09-30 $315k 1.5k 210.82

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Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Ishs 5-10yr Invt (IGIB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
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Spdr Series Trust Portfolio Intrmd (SPIB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Freestate Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.