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JPMorgan Chase & Co. shares owned by Retirement Financial Solutions

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

Historical chart of Retirement Financial Solutions investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Retirement Financial Solutions

Quarter filed Position value Share count Share price at filing
2026-06-30 $210k 641 327.31
2022-12-31 $26k 197 134.10

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Top funds holding JPMorgan Chase & Co.

BlackRock
Vanguard Capital Management
State Street Corporation
Bank of America Corporation
Morgan Stanley
Vanguard Portfolio Management
Geode Capital Management
Norges Bank Investment Management
Northern Trust
Capital Research Global Investors
T. Rowe Price Associates
UBS Group
Goldman Sachs Group
FMR
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.