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JPMorgan Chase & Co. shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.3M 30k 210.86
2024-06-30 $5.5M 27k 202.26
2024-03-31 $5.2M 26k 200.30
2023-12-31 $4.2M 25k 170.10
2023-09-30 $3.3M 22k 145.02
2023-06-30 $3.1M 22k 145.44
2023-03-31 $2.7M 20k 130.31
2022-12-31 $2.2M 16k 134.10
2022-09-30 $1.6M 15k 104.49
2022-06-30 $1.2M 11k 112.63
2022-03-31 $1.4M 9.9k 136.34
2021-12-31 $1.9M 12k 158.35
2021-09-30 $2.1M 13k 163.65
2021-06-30 $1.9M 12k 155.50
2021-03-31 $1.7M 11k 152.27
2020-12-31 $1.7M 13k 127.11
2020-09-30 $998k 10k 96.25
2020-06-30 $954k 10k 94.10
2020-03-31 $1.5M 17k 90.03
2019-12-31 $2.1M 15k 139.42
2019-09-30 $1.7M 15k 117.66
2019-06-30 $1.6M 14k 113.79
2019-03-31 $1.2M 12k 101.24
2018-12-31 $891k 9.1k 97.62
2018-09-30 $714k 6.3k 112.80
2018-06-30 $346k 3.3k 104.12
2018-03-31 $820k 7.6k 107.87
2017-12-31 $745k 6.8k 108.82
2017-09-30 $582k 6.0k 96.47
2017-06-30 $242k 2.6k 93.36
2017-03-31 $230k 2.7k 86.37
2016-12-31 $223k 2.7k 83.74

More positions owned by Patriot Financial Group Insurance Agency

Ishares Tr Core S&p500 Etf (IVV)
Barnes (B)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Equity Premium (JEPI)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Patriot Financial Group Insurance Agency

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.