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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
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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Microsoft Corporation (MSFT)
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Alphabet Inc Class A cs (GOOGL)
Affirm Hldgs (AFRM)
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JPMorgan Chase & Co. (JPM)

View all positions for O'Neil Global Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.