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JPMorgan Chase & Co. shares owned by Intrepid Financial Planning Group

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

Historical chart of Intrepid Financial Planning Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Intrepid Financial Planning Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.2M 22k 145.02
2023-06-30 $3.2M 22k 145.44
2023-03-31 $2.9M 22k 130.31
2022-12-31 $3.0M 22k 134.10
2022-09-30 $2.3M 22k 104.49
2022-06-30 $2.5M 22k 112.59

More positions owned by Intrepid Financial Planning Group

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Technology (XLK)
Eli Lilly & Co. (LLY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Select Sector Spdr Tr Energy (XLE)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares U S Etf Tr Bloomberg Roll (CMDY)
JPMorgan Chase & Co. (JPM)
Northwest Bancshares (NWBI)
Select Sector Spdr Tr Indl (XLI)

View all positions for Intrepid Financial Planning Group

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.