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JPMorgan Chase & Co. shares owned by Midwestern Financial

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

Historical chart of Midwestern Financial investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Midwestern Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $281k 955 294.14

More positions owned by Midwestern Financial

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Focused Lrg Cap (FLV)
Ishares Tr Msci Acwi Ex Us (ACWX)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Intl Aggr (IAGG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)

View all positions for Midwestern Financial

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Bank of America Corporation
Vanguard Portfolio Management
Geode Capital Management
FMR
Northern Trust
Capital Research Global Investors
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company
UBS Group

View all funds holding JPMorgan Chase & Co.