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JPMorgan Chase & Co. shares owned by OLIO Financial Planning

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

Historical chart of OLIO Financial Planning investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by OLIO Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $661k 2.1k 315.43
2025-06-30 $645k 2.2k 289.91
2025-03-31 $558k 2.3k 245.30
2024-12-31 $545k 2.3k 239.71

More positions owned by OLIO Financial Planning

Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Series Trust Portfolio Short (SPSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)

View all positions for OLIO Financial Planning

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.