Kaizen Advisory »

JPMorgan Chase & Co. shares owned by Kaizen Advisory

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

Historical chart of Kaizen Advisory investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Kaizen Advisory

Quarter filed Position value Share count Share price at filing
2018-12-31 $884k 9.1k 97.60
2018-09-30 $946k 8.4k 112.87
2018-06-30 $873k 8.4k 104.16
2018-03-31 $370k 3.4k 110.05
2017-12-31 $1.5M 15k 104.10

More positions owned by Kaizen Advisory

Spdr S&p 500 Etf (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
MasterCard Incorporated (MA)
Comcast Corporation (CMCSA)
Adobe Systems Incorporated (ADBE)
Berkshire Hathaway (BRK.B)
Costco Wholesale Corporation (COST)
Booking Holdings (BKNG)
Federated Investors (FHI)
Texas Instruments Incorporated (TXN)
NutriSystem
Intuit (INTU)
Johnson & Johnson (JNJ)

View all positions for Kaizen Advisory

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.