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JPMorgan Chase & Co. shares owned by RTD Financial Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2026-06-30 $733k 2.2k 327.33
2022-03-31 $204k 1.5k 136.45
2021-12-31 $220k 1.4k 158.39

More positions owned by RTD Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Actively Managed Exc Total Return (GTO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for RTD Financial Advisors

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.