Institutional & Family Asset Management »

JPMorgan Chase & Co. shares owned by Institutional & Family Asset Management

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

Historical chart of Institutional & Family Asset Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Institutional & Family Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $7.4M 37k 202.26
2024-03-31 $7.4M 37k 200.30
2023-12-31 $7.1M 42k 170.10
2023-09-30 $6.5M 45k 145.02
2023-06-30 $6.6M 45k 145.44
2023-03-31 $6.6M 50k 130.31
2022-12-31 $6.6M 49k 134.10
2022-09-30 $5.2M 50k 104.51
2022-06-30 $4.4M 39k 112.61
2022-03-31 $5.0M 37k 136.32
2021-12-31 $5.8M 37k 158.34
2021-09-30 $6.0M 37k 163.70
2021-06-30 $5.6M 36k 155.54
2021-03-31 $5.1M 34k 152.24
2020-12-31 $4.3M 34k 127.06
2020-09-30 $3.7M 38k 96.26
2020-06-30 $4.1M 43k 94.05
2020-03-31 $3.9M 43k 90.03
2019-12-31 $4.9M 35k 139.39
2019-09-30 $4.7M 40k 117.70
2019-06-30 $4.5M 40k 111.79
2019-03-31 $4.2M 42k 101.23
2018-12-31 $4.0M 41k 97.63
2018-09-30 $4.8M 42k 112.83
2018-06-30 $4.4M 42k 104.21
2018-03-31 $4.5M 41k 109.97
2017-12-31 $5.7M 54k 106.94
2017-09-30 $5.5M 58k 95.51
2017-06-30 $5.2M 57k 91.40
2017-03-31 $4.9M 56k 87.83
2016-12-31 $5.4M 62k 86.29
2016-09-30 $4.2M 64k 66.59
2016-06-30 $3.6M 58k 62.14
2016-03-31 $3.3M 50k 66.04
2015-12-31 $3.3M 50k 66.03

More positions owned by Institutional & Family Asset Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Listed Fd Tr Core Alt Fd (CCOR)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Plains All Amern Pipeline L Unit Ltd Partn (PAA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr U.s. Real Es Etf (IYR)

View all positions for Institutional & Family Asset Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
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
Bank of New York Mellon
UBS Group
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.