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JPMorgan Chase & Co. shares owned by McNamara Financial Services

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

Historical chart of McNamara Financial Services investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by McNamara Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $688k 2.2k 315.43
2025-06-30 $632k 2.2k 289.91
2025-03-31 $535k 2.2k 245.30
2024-09-30 $471k 2.2k 210.86
2015-12-31 $1.8M 27k 66.00

More positions owned by McNamara Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust Portfolio S&p600 (SPSM)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr National Mun Etf (MUB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for McNamara Financial Services

Top funds holding JPMorgan Chase & Co.

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

View all funds holding JPMorgan Chase & Co.