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JPMorgan Chase & Co. shares owned by LRI Investments

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

Historical chart of LRI Investments investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by LRI Investments

Quarter filed Position value Share count Share price at filing
2024-12-31 $9.6M 40k 239.71
2024-09-30 $9.7M 40k 241.87
2024-06-30 $2.7M 14k 202.26
2024-03-31 $2.0M 10k 200.30

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Assured Guaranty Stock (AGO)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Microsoft Corp Stock (MSFT)
Wisdomtree International Equity Fund Etf (DWM)
Amazon Stock (AMZN)
Meta Platforms Inc Cl A Stock (META)
Apple Stock (AAPL)
Trane Technologies Stock (TT)
Dimensional International Small Cap Value Etf Etf (DISV)
Wisdomtree International Smallcap Dividend Fund Etf (DLS)
Vanguard Real Estate Etf Etf (VNQ)

View all positions for LRI Investments

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Wellington Management Company
Capital World Investors
UBS Group
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.