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JPMorgan Chase & Co. shares owned by Midwest Financial Group

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

Historical chart of Midwest Financial Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Midwest Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $293k 929 315.41
2025-06-30 $268k 926 289.87
2025-03-31 $226k 922 245.32
2024-12-31 $220k 919 239.73
2023-12-31 $267k 1.6k 170.06

More positions owned by Midwest Financial Group

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr S&p 500 Grwt Etf (IVW)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Advanced Micro Devices (AMD)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)

View all positions for Midwest Financial Group

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.