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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

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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
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.