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JPMorgan Chase & Co. shares owned by Peak Financial Management

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $228k 722 315.43
2025-03-31 $214k 872 245.30
2024-12-31 $203k 846 239.71
2023-12-31 $228k 1.3k 170.07
2021-09-30 $214k 1.3k 163.61

More positions owned by Peak Financial Management

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)

View all positions for Peak Financial Management

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.