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JPMorgan Chase & Co. shares owned by Panoramic Investment Advisors

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

Historical chart of Panoramic Investment Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Panoramic Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $325k 1.0k 315.43
2025-06-30 $360k 1.2k 289.91
2025-03-31 $305k 1.2k 245.30
2024-12-31 $298k 1.2k 239.71

More positions owned by Panoramic Investment Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Ultra Short Dur (ICSH)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Whitehall Fds High Div Yld (VYM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Panoramic Investment 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.