Gimbal Financial »

JPMorgan Chase & Co. shares owned by Gimbal Financial

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $495k 2.2k 225.01
2024-06-30 $450k 2.2k 207.50
2024-03-31 $357k 1.8k 200.28
2023-12-31 $302k 1.8k 170.10

More positions owned by Gimbal Financial

Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Gold Tr Ishares New (IAU)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr U.s. Utilits Etf (IDU)
Ishares Tr U.s. Med Dvc Etf (IHI)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Us Regnl Bks Etf (IAT)
Ishares Tr Cybersecurity (IHAK)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Pacer Fds Tr Trendpilot 100 (PTNQ)
Fidelity Covington Trust Enhanced Mid (FMDE)
Microsoft Corporation (MSFT)

View all positions for Gimbal Financial

Top funds holding JPMorgan Chase & Co.

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

View all funds holding JPMorgan Chase & Co.