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JPMorgan Chase & Co. shares owned by Pacific Point Advisors

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

Historical chart of Pacific Point Advisors investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Pacific Point Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 3.8k 315.43
2025-06-30 $1.1M 3.8k 289.91
2025-03-31 $938k 3.8k 245.30
2024-12-31 $1.0M 3.8k 267.94

More positions owned by Pacific Point Advisors

Spdr Series Trust Bloomberg 1-3 Mo (BIL)
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Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Hubbell (HUBB)
Intuit (INTU)
Broadcom (AVGO)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Pepsi (PEP)
O'reilly Automotive (ORLY)
Spdr Gold Tr Gold Shs (GLD)
UnitedHealth (UNH)

View all positions for Pacific Point Advisors

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.