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JPMorgan Chase & Co. shares owned by Prepared Retirement Institute

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Prepared Retirement Institute from 13F filings

Historical chart of Prepared Retirement Institute investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Prepared Retirement Institute consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Prepared Retirement Institute

Quarter filed Position value Share count Share price at filing
2025-09-30 $592k 1.9k 315.44
2025-06-30 $528k 1.8k 289.95
2025-03-31 $367k 1.5k 245.24

More positions owned by Prepared Retirement Institute

Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Fidelity Covington Trust Enhanced Large (FELG)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Cmbs Etf (CMBS)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Faln Angls Usd (FALN)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Trust For Professional Man Crossingbrdg Pre (SPC)

View all positions for Prepared Retirement Institute

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.