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JPMorgan Chase & Co. shares owned by SageGuard Financial Group

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

Historical chart of SageGuard Financial Group investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by SageGuard Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.3M 10k 322.23
2021-06-30 $214k 1.4k 155.64
2021-03-31 $407k 2.7k 152.61
2020-12-31 $354k 2.8k 127.29

More positions owned by SageGuard Financial Group

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
Amazon (AMZN)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Spdr Gold Tr Gold Shs (GLD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Coca-Cola Company (KO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Lockheed Martin Corporation (LMT)
Costco Wholesale Corporation (COST)
Progressive Corporation (PGR)

View all positions for SageGuard Financial Group

Top funds holding JPMorgan Chase & Co.

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

View all funds holding JPMorgan Chase & Co.