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JPMorgan Chase & Co. shares owned by ROI Financial Advisors

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

Historical chart of ROI Financial Advisors investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by ROI Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.1M 5.6k 201.83
2024-03-31 $1.1M 5.3k 200.23

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Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Nuveen Asset Management

View all funds holding JPMorgan Chase & Co.