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JPMorgan Chase & Co. shares owned by O'Connor Financial Group

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

Historical chart of O'Connor Financial Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by O'Connor 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 O'Connor Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $224k 1.1k 210.86
2024-06-30 $213k 1.1k 202.26
2024-03-31 $209k 1.0k 200.30

More positions owned by O'Connor Financial Group

First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD)
Pimco Enhanced Low Duration Active Etf Etf (LDUR)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Small-cap Etf Etf (VB)
Timothy Plan International Etf Etf (TPIF)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)
Vanguard Mid-cap Etf Etf (VO)
Invesco Qqq Trust Series I Etf (QQQ)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr Blackstone Senior Loan Etf Etf (SRLN)
Dimensional Emerging Markets Etf Etf (DFEM)
Timothy Plan Us Small Cap Core Etf Etf (TPSC)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)

View all positions for O'Connor 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.