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JPMorgan Chase & Co. shares owned by Milestone Asset Management Group

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

Historical chart of Milestone Asset Management Group investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Milestone Asset Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $260k 824 315.59
2025-06-30 $239k 823 289.91
2025-03-31 $208k 849 245.38
2024-12-31 $203k 848 239.68

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Mega Grwth Ind (MGK)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Microsoft Corporation (MSFT)
Raytheon Technologies Corp (RTX)
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Ishares Tr Core Div Grwth (DGRO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard World Mega Cap Val Etf (MGV)

View all positions for Milestone Asset Management 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.