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JPMorgan Chase & Co. shares owned by Mullooly Asset Management

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

Historical chart of Mullooly Asset Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Mullooly Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 3.3k 315.43
2025-06-30 $963k 3.3k 289.93
2025-03-31 $805k 3.3k 245.29

More positions owned by Mullooly Asset Management

Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Value (VLUE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Short Treas Bd (SHV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr U.s. Tech Etf (IYW)
O'reilly Automotive (ORLY)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Mullooly Asset 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.