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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
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

Listed Fd Tr Core Alt Fd (CCOR)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
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 Msci Eafe Etf (EFA)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Plains All Amern Pipeline L Unit Ltd Partn (PAA)
Microsoft Corporation (MSFT)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Institutional & Family Asset 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.