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JPMorgan Chase & Co. shares owned by Lokken Investment Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Lokken Investment Group from 13F filings

Historical chart of Lokken Investment Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Lokken Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Lokken Investment Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $216k 1.5k 145.02
2023-06-30 $220k 1.5k 145.44
2021-12-31 $262k 1.7k 158.31
2021-09-30 $265k 1.6k 163.88
2021-06-30 $241k 1.5k 155.58

More positions owned by Lokken Investment Group

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Microsoft Corporation (MSFT)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Eli Lilly & Co. (LLY)

View all positions for Lokken Investment Group

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
Morgan Stanley
Geode Capital Management
FMR
Bank of America Corporation
Wellington Management Company
T. Rowe Price Associates
Northern Trust
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.