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JPMorgan Chase & Co. shares owned by Rappaport Reiches Capital Management

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

Historical chart of Rappaport Reiches Capital Management investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Rappaport Reiches 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 Rappaport Reiches Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $211k 1.1k 200.26
2023-06-30 $398k 2.7k 145.43
2023-03-31 $656k 5.0k 130.30
2022-12-31 $1.1M 8.5k 134.10
2022-03-31 $246k 1.8k 137.50
2021-12-31 $222k 1.4k 158.35
2021-09-30 $236k 1.4k 163.69
2021-06-30 $224k 1.4k 155.54

More positions owned by Rappaport Reiches Capital Management

Vanguard Short-Term Corporate Bond Index ETF Etf (VCSH)
Vanguard Total Bond Market Index ETF Etf (BND)
DFA US Core Equity Market ETF Etf (DFAU)
Vanguard Short-Term Inflation-Protected Secs ETF Etf (VTIP)
Apple Stock (AAPL)
Vanguard Total Int'l Bond Index ETF Etf (BNDX)
DFA Int'l Core Equity Market ETF Etf (DFAI)
Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund (SCTXX)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Nvidia Corporation Stock (NVDA)
Spdr S&p 500 Etf Etf (SPY)
CME Group Stock (CME)
Powershares QQQ Trust Etf (QQQ)
Microsoft Corp Stock (MSFT)
DFA Emerging Core Equity Market ETF Etf (DFAE)

View all positions for Rappaport Reiches 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.