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JPMorgan Chase & Co. shares owned by Nalls Sherbakoff Group

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

Historical chart of Nalls Sherbakoff Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Nalls Sherbakoff Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $359k 2.1k 170.10
2023-09-30 $306k 2.1k 145.02
2023-06-30 $329k 2.4k 135.71
2023-03-31 $318k 2.5k 128.75
2018-12-31 $266k 2.7k 97.61

More positions owned by Nalls Sherbakoff Group

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
Capstar Finl Hldgs (CSTR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

View all positions for Nalls Sherbakoff Group

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.