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JPMorgan Chase & Co. shares owned by Reality Financial Planning Services

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

Historical chart of Reality Financial Planning Services investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Reality Financial Planning Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $325k 1.1k 294.16

More positions owned by Reality Financial Planning Services

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard World Utilities Etf (VPU)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Series Trust State Street Spd (SDY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Select Divid Etf (DVY)

View all positions for Reality Financial Planning Services

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Bank of America Corporation
Vanguard Portfolio Management
Geode Capital Management
FMR
Northern Trust
Capital Research Global Investors
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company
UBS Group

View all funds holding JPMorgan Chase & Co.