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JPMorgan Chase & Co. shares owned by Landmark Financial Advisors

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

Historical chart of Landmark Financial Advisors investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Landmark Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.5M 21k 170.10
2023-09-30 $3.0M 20k 145.02
2023-06-30 $3.0M 21k 145.44
2023-03-31 $2.7M 21k 130.31
2022-12-31 $2.9M 22k 134.10
2022-09-30 $2.1M 20k 104.49
2022-06-30 $2.2M 20k 112.63
2022-03-31 $2.5M 20k 126.77
2021-12-31 $3.0M 19k 158.37
2021-09-30 $2.9M 19k 152.25
2021-06-30 $3.0M 19k 155.55
2021-03-31 $2.9M 19k 152.25
2020-12-31 $2.6M 19k 138.05
2020-09-30 $1.9M 19k 99.06
2020-06-30 $1.8M 19k 94.99
2020-03-31 $1.8M 19k 95.52
2019-12-31 $2.8M 20k 136.54
2019-09-30 $2.5M 22k 117.67
2019-06-30 $2.4M 22k 111.77
2019-03-31 $2.2M 22k 101.22
2018-12-31 $2.1M 22k 97.62
2018-09-30 $2.5M 22k 112.82
2018-06-30 $2.2M 21k 104.16
2018-03-31 $2.3M 21k 109.97
2017-12-31 $2.2M 21k 106.92
2017-09-30 $2.0M 21k 95.52
2017-06-30 $1.9M 21k 91.38
2017-03-31 $1.8M 21k 87.86
2016-12-31 $1.8M 21k 86.27
2016-09-30 $1.4M 22k 66.58
2016-06-30 $1.5M 24k 62.12
2016-03-31 $1.4M 23k 59.19
2015-12-31 $1.5M 22k 66.02
2015-09-30 $1.4M 23k 60.96
2015-06-30 $1.6M 23k 67.73
2015-03-31 $1.5M 24k 60.59
2014-12-31 $1.5M 23k 63.16

More positions owned by Landmark Financial Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Flexshares Tr Flexshares Ultra (RAVI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Us Bancorp Del Com New (USB)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)

View all positions for Landmark Financial Advisors

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.