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JPMorgan Chase & Co. shares owned by Marathon Wealth Advisors

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

Historical chart of Marathon Wealth Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Marathon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.7M 15k 327.33
2026-03-31 $4.2M 14k 294.17
2025-12-31 $4.5M 14k 322.22

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Advanced Micro Devices (AMD)
Microsoft Corporation (MSFT)
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View all positions for Marathon Wealth Advisors

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.