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JPMorgan Chase & Co. shares owned by Mosaic Financial Group

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

Historical chart of Mosaic Financial Group investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Mosaic Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 9.7k 210.85
2024-06-30 $2.0M 9.7k 202.25
2024-03-31 $2.0M 9.8k 200.29

More positions owned by Mosaic Financial Group

Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Union Pacific Corporation (UNP)
At&t (T)
Apple (AAPL)
Charter Communications Inc N Cl A (CHTR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Russell 2000 Etf (IWM)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)
Ryan Specialty Holdings Cl A (RYAN)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Mosaic Financial Group

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.