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JPMorgan Chase & Co. shares owned by Note Advisors

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

Historical chart of Note Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Note Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $250k 828 302.04
2025-09-30 $302k 958 315.43
2025-06-30 $224k 771 289.91

More positions owned by Note Advisors

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Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
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Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr New York Mun Etf (NYF)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Note Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Bank of New York Mellon
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Capital Research Global Investors
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.