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JPMorgan Chase & Co. shares owned by Momentum Advisors

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

Historical chart of Momentum Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Momentum Advisors

Quarter filed Position value Share count Share price at filing
2022-12-31 $660k 4.9k 134.11
2022-09-30 $535k 5.1k 104.51
2022-06-30 $561k 5.0k 112.54

More positions owned by Momentum Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Gold Tr Gold Shs (GLD)
Impact Shs Tr I Naacp Mino Etf (NACP)
Select Sector Spdr Tr Energy (XLE)
Meta Platforms Cl A (META)
Flexshares Tr Stox Us Esg Slct (ESG)
Etf Ser Solutions Aptus Defined (DRSK)
United Parcel Service CL B (UPS)

View all positions for Momentum Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.