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JPMorgan Chase & Co. shares owned by Net Worth Advisory Group

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

Historical chart of Net Worth Advisory Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Net Worth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 8.6k 315.41
2025-06-30 $2.8M 9.7k 289.90
2025-03-31 $2.5M 10k 245.31
2024-12-31 $2.4M 10k 239.72
2024-09-30 $2.1M 10k 210.86

More positions owned by Net Worth Advisory Group

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Spdr Series Trust Bloomberg Intl T (BWX)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
NVIDIA Corporation (NVDA)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Short Treas Bd (SHV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Apple (AAPL)

View all positions for Net Worth Advisory Group

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.