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JPMorgan Chase & Co. shares owned by RIA Advisory Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by RIA Advisory Group from 13F filings

Historical chart of RIA Advisory Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by RIA Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by RIA Advisory Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $250k 1.7k 145.01
2023-06-30 $256k 1.8k 144.44
2023-03-31 $237k 1.8k 129.33

More positions owned by RIA Advisory Group

Spdr Ser Tr Bbg Conv Sec Etf (CWB)
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Ishares Tr Blackrock Ultra (ICSH)
Vanguard World Fds Utilities Etf (VPU)
IDEXX Laboratories (IDXX)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Walt Disney Company (DIS)
Medifast (MED)
Realreal (REAL)
Proshares Tr K1 Fre Crd Oil (OILK)
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)
Ishares Silver Tr Ishares (SLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Associated Banc- (ASB)

View all positions for RIA Advisory Group

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.