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JPMorgan Chase & Co. shares owned by McGrath & Associates

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

Historical chart of McGrath & Associates investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by McGrath & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $321k 996 322.22
2025-09-30 $314k 996 315.43
2025-06-30 $289k 996 289.91
2025-03-31 $244k 996 245.30

More positions owned by McGrath & Associates

Pimco Etf Tr Active Bd Etf (BOND)
Wisdomtree Tr Efficient Gld Pl (GDE)
Tidal Trust Ii Return Stacked U (RSSY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Tidal Trust Ii Return Stckd Us (RSST)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust World Ex Us Core (DFAX)
Schwab Strategic Tr Fundamental Us S (FNDA)
Schwab Strategic Tr Fundamental Intl (FNDC)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Fundamental Us L (FNDX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Fundamental Emer (FNDE)

View all positions for McGrath & Associates

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Bank of New York Mellon
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Capital Research Global Investors
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.