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JPMorgan Chase & Co. shares owned by Sacks & Associates

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

Historical chart of Sacks & Associates investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Sacks & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $484k 1.4k 351.79
2026-03-31 $382k 1.3k 294.16
2025-12-31 $419k 1.3k 322.22

More positions owned by Sacks & Associates

Ishares Tr S&p 500 Val Etf (IVE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr St Str Stapl Etf (XLP)
Spdr Series Trust St Str Blo 1 Etf (BIL)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Alps Etf Tr Alerian Mlp (AMLP)
Spdr Series Trust St Str Sp400val (MDYV)
Ishares Tr Rus 2000 Grw Etf (IWO)
Alphabet Cap Stk Cl A (GOOGL)
Moody's Corporation (MCO)
Spdr Series Trust ST STR SP400GRW (MDYG)

View all positions for Sacks & Associates

Top funds holding JPMorgan Chase & Co.

BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Bank of America Corporation
Vanguard Portfolio Management
Geode Capital Management
FMR
Northern Trust
T. Rowe Price Associates
Capital Research Global Investors
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company
UBS Group

View all funds holding JPMorgan Chase & Co.