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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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $20M 64k 315.44
2025-06-30 $811k 2.8k 289.75
2024-12-31 $684k 2.9k 239.83
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

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View all positions for Morningstar Investment 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.