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JPMorgan Chase & Co. shares owned by Per Stirling Capital Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Per Stirling 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 Per Stirling Capital Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $525k 3.6k 145.04
2023-06-30 $526k 3.6k 145.44
2023-03-31 $475k 3.6k 130.33
2022-12-31 $610k 4.5k 134.11

More positions owned by Per Stirling Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Global 100 Etf (IOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Core S&p Us Vlu (IUSV)
American Centy Etf Tr Us Quality Grow (QGRO)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Per Stirling Capital Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.