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JPMorgan Chase & Co. shares owned by Private Client Services

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Private Client Services from 13F filings

Historical chart of Private Client Services investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Private Client Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Private Client Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.4M 5.7k 239.70
2024-09-30 $1.2M 5.6k 210.88
2024-06-30 $1.1M 5.4k 202.25
2024-03-31 $1.1M 5.5k 200.29
2023-12-31 $891k 5.2k 170.09

More positions owned by Private Client Services

First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Tr Ibonds 2026 Term (IBHF)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Microsoft Corporation (MSFT)

View all positions for Private Client Services

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Wellington Management Company
Capital World Investors
UBS Group
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.