Morningstar Investment Management »

JPMorgan Chase & Co. shares owned by Morningstar Investment Management

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

Historical chart of Morningstar Investment Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Morningstar Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 9.9k 221.50
2024-06-30 $3.2M 16k 202.27
2024-03-31 $3.7M 19k 200.31