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JPMorgan Chase & Co. shares owned by Lewis Asset Management

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

Historical chart of Lewis Asset Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Lewis Asset Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $467k 1.9k 239.73
2024-09-30 $434k 2.1k 210.84
2024-06-30 $385k 1.9k 202.25
2024-03-31 $355k 1.8k 200.25
2023-12-31 $301k 1.8k 170.09

More positions owned by Lewis Asset Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Meta Platforms Cl A (META)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Spdr Ser Tr S&p Divid Etf (SDY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p Scp Etf (IJR)
Rithm Capital Corp Com New (RITM)
Broadcom (AVGO)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Crowdstrike Hldgs Cl A (CRWD)
salesforce (CRM)
Abbvie (ABBV)

View all positions for Lewis Asset Management

Top funds holding JPMorgan Chase & Co.

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

View all funds holding JPMorgan Chase & Co.