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JPMorgan Chase & Co. shares owned by Rollins Financial Advisors

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

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

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All positions including JPMorgan Chase & Co. held by Rollins 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 Rollins Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 43k 315.43
2025-06-30 $13M 44k 289.91
2025-03-31 $10M 42k 245.30
2024-12-31 $7.4M 31k 239.71
2024-09-30 $5.3M 25k 210.86
2024-03-31 $3.6M 18k 200.30

More positions owned by Rollins Financial Advisors

Invesco Qqq Trust Series I Etf (QQQ)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Bank America Corp Stock (BAC)
Meta Platforms Inc Cl A Stock (META)
Invesco S&p 500 Quality Etf Etf (SPHQ)
Invesco Nasdaq 100 Etf Etf (QQQM)
Tesla Stock (TSLA)
Jpmorgan Chase & Co Stock (JPM)
Ishares U.s. Technology Etf Etf (IYW)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Vanguard High Dividend Yield Index Etf Etf (VYM)

View all positions for Rollins Financial Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.