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JPMorgan Chase & Co. shares owned by Petra Financial Advisors

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

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 3.5k 315.43
2025-06-30 $298k 1.0k 289.91
2025-03-31 $255k 1.0k 245.30
2024-12-31 $263k 1.1k 239.71
2024-09-30 $245k 1.2k 210.86
2024-06-30 $201k 995 202.26

More positions owned by Petra Financial Advisors

J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Gold Tr Gold Shs (GLD)
Guggenheim Strategic Opportu Com Sbi (GOF)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Ishares Msci Eurzone Etf (EZU)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Sprott Fds Tr Uranium Miners E (URNM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust Portfolio Ln Tsr (SPTL)

View all positions for Petra 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.