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JPMorgan Chase & Co. shares owned by Kroeger Financial Partners

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

Historical chart of Kroeger Financial Partners investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Kroeger Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $96k 292 327.33

More positions owned by Kroeger Financial Partners

Vanguard Ftse Developed Markets Index Fund Etf Shares Shares (VEA)
Ishares 1-5 Year Investment Grade Corporate Bond Etf Shares (IGSB)
State Street Spdr Portfolio S&p 500 Etf Shares (SPYM)
Vanguard Intermediate-term Bond Index Fund Etf Shares Shares (BIV)
Jpmorgan International Bond Opportunities Etf Shares (JPIB)
Invesco S&p 500 Quality Etf Shares (SPHQ)
Ishares Convertible Bond Etf Shares (ICVT)
Vanguard Value Index Fund Etf Shares Shares (VTV)
Imgp Dbi Managed Futures Strategy Etf Shares (DBMF)
Invesco Variable Rate Preferred Etf Shares (VRP)
Ishares Ultra Short Duration Bond Active Etf Shares (ICSH)
Apple (AAPL)
Ishares Core International Aggregate Bond Etf Shares (IAGG)
Ishares Core Universal Usd Bond Etf Shares (IUSB)
State Street Spdr Portfolio Emerging Markets Etf Shares (SPEM)

View all positions for Kroeger Financial Partners

Top funds holding JPMorgan Chase & Co.

BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Bank of America Corporation
Vanguard Portfolio Management
Geode Capital Management
FMR
Northern Trust
T. Rowe Price Associates
Capital Research Global Investors
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company
UBS Group

View all funds holding JPMorgan Chase & Co.