Lotus Asset Management »

JPMorgan Chase & Co. shares owned by Lotus Asset Management

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2026-06-30 $379k 1.2k 327.41

More positions owned by Lotus Asset Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Vanguard Specialized Funds Div App Etf (VIG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)

View all positions for Lotus Asset Management

Top funds holding JPMorgan Chase & Co.

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

View all funds holding JPMorgan Chase & Co.