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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.

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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
2024-03-31 $355k 1.8k 200.25
2023-12-31 $301k 1.8k 170.09

More positions owned by Lewis Asset Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Ser Tr S&p Divid Etf (SDY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Rithm Capital Corp Com New (RITM)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl C (GOOG)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Crowdstrike Hldgs Cl A (CRWD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
salesforce (CRM)
Atlassian Corporation Cl A (TEAM)

View all positions for Lewis Asset Management

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.