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JPMorgan Chase & Co. shares owned by RoundAngle Advisors

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

Historical chart of RoundAngle Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by RoundAngle Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 8.4k 315.43
2025-06-30 $2.4M 8.4k 289.91
2025-03-31 $2.0M 8.3k 245.30
2024-12-31 $1.9M 8.0k 239.71

More positions owned by RoundAngle Advisors

Broadcom (AVGO)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Silver Tr Ishares (SLV)
Ishares Tr Msci Usa Mmentm (MTUM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Wal-Mart Stores (WMT)

View all positions for RoundAngle 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.