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JPMorgan Chase & Co. shares owned by O'Neil Global Advisors

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

Historical chart of O'Neil Global Advisors investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by O'Neil Global Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $466k 2.2k 210.86
2024-06-30 $303k 1.5k 202.00
2023-12-31 $1.4M 8.2k 170.12
2022-12-31 $578k 4.3k 134.01
2021-12-31 $564k 3.6k 158.43

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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.