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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
2024-03-31 $2.0M 10k 200.30

More positions owned by LRI Investments

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Assured Guaranty Stock (AGO)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Dimensional International Core Equity Market Etf Etf (DFAI)
Wisdomtree International Equity Fund Etf (DWM)
Wisdomtree International Smallcap Dividend Fund Etf (DLS)
Dimensional International Small Cap Value Etf Etf (DISV)
Vanguard Real Estate Etf Etf (VNQ)
Amazon Stock (AMZN)
Microsoft Corp Stock (MSFT)
Rtx Corporation Stock (RTX)
Apple Stock (AAPL)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for LRI Investments

Top funds holding JPMorgan Chase & Co.

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

View all funds holding JPMorgan Chase & Co.