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JPMorgan Chase & Co. shares owned by MontVue Capital Management

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

Historical chart of MontVue Capital Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by MontVue Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $486k 1.5k 315.43
2025-06-30 $447k 1.5k 289.91
2025-03-31 $378k 1.5k 245.30
2024-12-31 $369k 1.5k 239.71
2024-09-30 $240k 1.1k 210.86
2024-06-30 $253k 1.3k 202.26

More positions owned by MontVue Capital Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr Technology (XLK)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard World Inf Tech Etf (VGT)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard World Financials Etf (VFH)
Vanguard World Comm Srvc Etf (VOX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Communication (XLC)

View all positions for MontVue Capital Management

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.