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JPMorgan Chase & Co. shares owned by InvesTrust

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

Historical chart of InvesTrust investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by InvesTrust

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.8M 22k 315.43
2025-06-30 $6.3M 22k 289.91
2025-03-31 $10M 42k 245.30
2024-12-31 $11M 44k 239.54

More positions owned by InvesTrust

Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Ishares Ibonds Dec 2027 Term Corporate Etf Ibonds 27 Etf (IBDS)
Ishares Ibonds Dec 2026 Term Corporate Etf Ibonds Dec2026 (IBDR)
Ishares S&p Mid-cap 400 Value Etf S&p Mc 400vl Etf (IJJ)
Ishares Ibonds Dec 2028 Term Corporate Etf Ibds Dec28 Etf (IBDT)
Apple (AAPL)
Ishares Ibonds Dec 2025 Term Corporate Etf Ibonds Dec25 Etf (IBDQ)
JPMorgan Chase & Co. (JPM)
Ishares Ibonds Dec 2029 Term Corporate Etf Ibonds Dec 29 (IBDU)
Ishares Russell 2000 Growth Etf Rus 2000 Grw Etf (IWO)
Ishares S&p Mid-cap 400 Growth Etf S&p Mc 400gr Etf (IJK)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Exxon Mobil Corporation (XOM)

View all positions for InvesTrust

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
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
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.