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JPMorgan Chase & Co. shares owned by Passive Capital Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Passive Capital Management from 13F filings

Historical chart of Passive Capital Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Passive Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Passive Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $200k 680 294.16
2023-03-31 $1.4M 10k 130.31
2022-12-31 $1.4M 10k 134.10
2022-09-30 $1.1M 10k 104.50
2022-06-30 $1.2M 10k 112.61
2022-03-31 $2.7M 20k 136.32
2021-12-31 $3.2M 20k 158.35

More positions owned by Passive Capital Management

Dimensional US Core Equity 2 ETF Us Core Equity 2 (DFAC)
Vanguard Real Estate Index Fund ETF Shares Real Estate Etf (VNQ)
Schwab Short-Term U.S. Treasury ETF Sht Tm Us Tres (SCHO)
Dimensional Etf Tr Intl Core Equity Intl Core Equity (DFIC)
Avantis U.S. Equity ETF Us Eqt Etf (AVUS)
Vanguard Tax-Exempt Bond Index Fund ETF Shares Tax Exempt Bd (VTEB)
Avantis International Equity ETF Intl Eqt Etf (AVDE)
Schwab U.S. Broad Market ETF Us Brd Mkt Etf (SCHB)
Dimensional Etf Tr Short Durat Ion Fixed Income Short Duration (DFSD)
Avantis Emerging Markets Equity ETF Avantis Emgmkt (AVEM)
Dimensional Emerg Mark Cre Eqy 2 Etf Emerging Mkts Co (DFEM)
Schwab U.S. REIT ETF Us Reit Etf (SCHH)
Avantis U.S. Small Cap Value ETF Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Targeted Vlu Us Targeted Vlu (DFAT)
American Century Etf Trust Avantis U S Small Cap Equity Etf U.s. Sml Cp Equity (AVSC)

View all positions for Passive Capital Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Bank of America Corporation
Vanguard Portfolio Management
Geode Capital Management
FMR
Northern Trust
Capital Research Global Investors
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company
UBS Group

View all funds holding JPMorgan Chase & Co.