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JPMorgan Chase & Co. shares owned by Guardian Financial Partners

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

Historical chart of Guardian Financial Partners investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Guardian Financial Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $288k 1.2k 239.72
2024-09-30 $229k 1.1k 210.80
2022-03-31 $212k 1.7k 127.10
2021-12-31 $252k 1.6k 158.59

More positions owned by Guardian Financial Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Series Portfolios Tr Panagram Bbb B (CLOZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Alps Etf Tr Smith Core Plus (SMTH)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds High Div Yld (VYM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Fundamental Us B (FNDB)

View all positions for Guardian Financial Partners

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.