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JPMorgan Chase & Co. shares owned by QTR Family Wealth

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by QTR Family Wealth from 13F filings

Historical chart of QTR Family Wealth investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by QTR Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by QTR Family Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 7.3k 315.43
2025-06-30 $1.8M 6.2k 289.90
2025-03-31 $1.3M 5.3k 245.30

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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.