Peak Financial Advisors »

JPMorgan Chase & Co. shares owned by Peak Financial Advisors

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

Historical chart of Peak Financial Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Peak Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $219k 695 315.43
2025-06-30 $202k 695 289.91
2021-06-30 $208k 1.3k 155.57
2021-03-31 $204k 1.3k 152.58

More positions owned by Peak Financial Advisors

Tcw Etf Trust Flexible Income (FLXR)
World Gold Tr Spdr Gld Minis (GLDM)
Simplify Exchange Traded Fun Managed Futures (CTA)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Ishares Tr Jpmorgan Usd Emg (EMB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Ishares Tr Msci India Etf (INDA)
Costco Wholesale Corporation (COST)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Amazon (AMZN)
Ishares Tr Expanded Tech (IGV)
Netflix (NFLX)
American Express Company (AXP)
Oracle Corporation (ORCL)
Wal-Mart Stores (WMT)

View all positions for Peak Financial 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.