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JPMorgan Chase & Co. shares owned by Fulcrum Equity Management

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

Historical chart of Fulcrum Equity Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Fulcrum Equity Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $600k 3.0k 200.29
2023-12-31 $359k 2.1k 170.11
2023-09-30 $339k 2.3k 144.99
2021-12-31 $384k 2.4k 158.15
2021-09-30 $468k 2.9k 163.58
2021-06-30 $246k 1.6k 155.70

More positions owned by Fulcrum Equity Management

Ishares Msci World Etf (URTH)
Oneok (OKE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Valero Energy Corporation (VLO)
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Davis Fundamental Etf Tr Select Us Eqty (DUSA)

View all positions for Fulcrum Equity Management

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.